INSIGHT PROVIDER
Rising
Emil Moller

Emil Moller
Head of Research
Steno Research

94
Insights
29.3k
Views
68
Followers
Multi-Asset Macroeconomics
Refresh
bullishMacroeconomics
15 Feb 2024 10:19

EM by EM #43: Rand’s Reckoning?

Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...

Share
bullishMacroeconomics
10 Feb 2024 04:12

Portfolio Watch: NVDA or Bust?

Hello everyone and welcome back to yet another assessment of our macro book- and as per usual accompanied by our current macro outlook!We knock on...

Share
bullishMacroeconomics
09 Feb 2024 01:24

Labour Watch: Why you should pay attention to the Border

We ponder whether the influx of migrants is crucial for the U.S. labor market to maintain its current momentum, especially as employment...

Share
08 Feb 2024 10:15

EM by EM #42 China Could Do with a Cold Turkey

Last week was far from boring, but just when I thought we’d hit calm waters last Friday, the CBRT had me on edge. Another Governor jumping ship...

Share
bullishMacroeconomics
03 Feb 2024 01:17

Portfolio Watch: Riding a Rollercoaster

Main Takeaways: – The Yellen Put is still alive while Powell is tied to his (premature) December pivot– We find it likely that volatility will...

Share
x