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bullish
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Cross Asset Strategy
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27 Nov 2023 00:11
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.
Steno Research
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323 Views
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bullish
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Macroeconomics
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22 Sep 2023 07:46
EM by EM #22 The Good, the bad and the ugly
EM’s are desperate for a weaker USD and may see some brief yet necessary breathing room from the pending US Government Shutdown.
Steno Research
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458 Views
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bullish
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Macroeconomics
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12 Sep 2023 16:56
The Great Game – Who’s more powerful, Joe Biden or Kim Kardashian?
Welcome to this week’s Great Game! Now, I know that we have been quite critical of the U.S. Administration and Joe Biden in particular. While it’s...
Steno Research
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286 Views
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bearish
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Macroeconomics
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25 Aug 2023 09:32
EM by EM #18 – Why Jackson Hole is more important than Johannesburg
During an otherwise uneventful week, the International Finance correspondents are having a party. The first destination for the flying journalist...
Steno Research
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496 Views
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bullish
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Cross Asset Strategy
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14 Aug 2023 10:52
Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!
We have spent this Sunday evening trying to prepare ourselves for the opening given the turmoil expected in China after Country Gardens (the former...
Steno Research
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252 Views
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