bullish
Steno Signals #58 – The One on Banana Republics, Yield Curve Controls and the Yuge EUR Consensus
207 Views31 Jul 2023 10:33
The outlook for the economy, rates, fx and other assets apparently never fails to surprise! We have thankfully made very decent returns through a tough trading week...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
Top 5%
Steno Research
Macro and Geopolitical Research House
- Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!14 Aug 2023
- Steno Signals #60: Worse than Lehman in China!? The 3 Most Important Questions Right Now!14 Aug 2023
- Macro Regime Indicator: PMIs to drive price action together with headline inflation01 Aug 2023
- Steno Signals #58 – The One on Banana Republics, Yield Curve Controls and the Yuge EUR Consensus31 Jul 2023
- Steno Signals #58 – Rebound or recession? Or both?24 Jul 2023
- Steno Signals #57 – What on earth is going on with the USD?17 Jul 2023
- Steno Signals #56 – The Business Cycle that Everyone Misunderstood! Here Is Why...11 Jul 2023
x