Portfolio Watch – 2023 in hindsight
Merry Christmas and a happy new year to all of you from us here at Steno Research. What a year it has been, and we hope you have enjoyed the...
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Steno Signals #78 – Santa Powell Handing Out Gifts Even to the Naughty!
Powell invited for a yuuuge risk asset party this week by allowing the market to continue to chase the narrative of material rate cuts in 2024.
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Portfolio Watch: Liquidity the Name of the Game
Cuts by March? We are not dismissive, but we would deem it close to fantastic if the Fed communications manage to pivot the economy without pushing...
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EIA Nugget: Another STRONG Demand Week for Energy in the US
The demand for gasoline in barrel equivalents rose to 9.99 mn a day in week 49. This is an extremely high number from a seasonal perspective.
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Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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