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bullish
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Macroeconomics
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06 May 2024 09:25
Steno Signals #98 – The recession panic is back right as liquidity is returning!
Happy Sunday from a wet Copenhagen!Let me just admit to it upfront. Last week didn’t play out according to my macro thesis. The US cycle suddenly...
Steno Research
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bullish
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Macroeconomics
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06 May 2024 09:23
Portfolio Watch – Time for liquidity bets
Hello everyone, and welcome back to our weekly portfolio watch. A slightly positive week for our macro portfolio, which after a couple of days of...
Steno Research
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196 Views
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bullish
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Macroeconomics
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02 May 2024 12:15
5 Things We Watch Ahead of the FOMC Meeting
Today’s ‘5 Things We Watch’ will center around tonight’s FOMC meeting, which will not be any surprise to markets looking at the interest rate...
Steno Research
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156 Views
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bullish
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Macroeconomics
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30 Apr 2024 10:26
The Week At A Glance: ISMs, NFP, FOMC & QRA to put even more pressure on USD rates?
Event 1 (Mon/Wed): A QRA nothing burger? The QRA announcement will be released in a few hours (on Monday) while the issuance details will be...
Steno Research
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231 Views
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bullish
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Macroeconomics
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29 Apr 2024 10:30
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Podcast
Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...
Macro Hive Conversations With Bilal Hafeez
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