Strong US Payroll Will Completely Crush Rate Cut Hopes
Fed maintains fund rates at 5.25%-5.5%, Despite high inflation Chair Powell stated that rate hikes are unlikely, Continued strength in the labour...
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Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -​Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
538 Views
[US CPI Review] Energy, Housing, And Services Keep Inflation Hotter Than Expected
​March CPI exceeded expectations at 3.5% YoY, driven by gasoline, shelter, and transportation services. Dollar strengthened against other...
568 Views
March Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio
439 Views
Steno Signals #92 – The head fake reflation?
It is always lovely to get back on the road and meet a load of fund managers, and it is nice to see that a few reflation skepticals are still found...
376 Views