Steno Signals #84 – The Red Sea troubles are spreading FAST!
Happy Sunday folks and welcome to our flagship editorial!We have been banging the drum on the re-acceleration of goods inflation due to the Red...
418 Views
ECB Watch: The ECB is likely wrong on all major parameters
The ECB is currently in motion, taking gradual steps towards a potential interest rate cut. This development signifies a noteworthy acknowledgment...
132 Views
EUR-flation Nugget: A brief nowcast update..
The inflation reports for January will be released in a week from now in Spain/Germany and other European countries. The early consensus in...
151 Views
Are the Magnificent 7 a Danger to Your Portfolio?
The quick answer is that the Magnificent 7 are not a significant threat to the risk-return characteristics of your portfolio. However, the case for...
449 Views
Steno Signals #83 – A striking divergence between EUR and USD money trends
Welcome to our flagship editorial!It is about this time of the year when we conclude that all year-ahead outlooks have already been blown to...
475 Views