Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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Macro Strategy: Sustaining Momentum
Positive macro momentum is likely to persist following last week’s data release, with yields further declining and the IDR strengthening.
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Indonesia Election 2024: The Conundrum
Indonesian election will happen on Feb 14th 2024 with some people expecting Ganjar to be the President as Jokowi has publicly endorsed him but it...
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Macro Strategy & Flows Trackers: Ever Vigilant
The market appears to be pricing in a more contained crisis in regards of geopolitical risk escalation, but volatility risk remains high at this...
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Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
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