Steno Signals #20 – NO soft landing unless central banks admit to disinflation
It is hard to find a single inflation indicator not rolling over, but there is ONE and that will be tricky to handle for the Fed. Meanwhile, European energy supplies are MUCH better than feared! To read the full article, sign up for a 14-day FREE trial of the The...
Steno Signals #19 – 1, 2, 3, Central bank panic
Is BoE the patient zero in the fight against bond vigilantes? More panic could be upcoming from other central banks soon as real rates are shooting for the stars To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or...
Steno Signal #18 – The winners and losers of energy nationalism in Europe
If electricity becomes a scarce commodity, it is important to note who’s on top of the situation and who’s not. Here is the answer and how it plays into my portfolio thoughts. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur,...
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