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5 Things We Watch: CBs, Eurflation, OPEC, Ifo, Dutch Politics

It’s Wednesday and that means time for another 5 things we watch where we hone in on the things that we have been most interested in over the last week. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member?...

The Great Game – Dutch Right Swing

Is Geert Wilders a non-event for markets or a signal that Europe is moving right? What is going on with the attacks on Israeli shipping? We take a closer look on the week in geopolitics To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or...

Steno Signals #75 – The 2007/2008 playbook is useful again

The “soft landing” narrative has gained material momentum in the mainstream coverage ahead of 2024, which is a clear risk to the outlook. It always looks like a soft landing until the nosedive. To read the full article, sign up for a 14-day FREE trial of the Basic,...

5 things we watch: IFO, US rates, Earnings revisions, USD & Gasoline

It’s Wednesday and that means time for another 5 things we watch where we hone in on the things that we have been most interested in over the last week. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member?...

Great Game – Truce in Gaza?

We are edging closer to a truce in Gaza - but what does that tell us about Israel's position and the future of the Middle East? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login here

Steno Signals #74 – Did King USD just break?

Sudden sharp moves against the USD after Powell let go of the monetary steering wheel. Will the Fed take back control or has the USD already peaked? This is the key question in global macro before New Years. To read the full article, sign up for a 14-day FREE trial of...

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