


Steno Signals #33: The USD liquidity cushion is alive and well
When the TGA is built up due to T-bills issuance, the ON RRP usage drops, which net/net means that USD liquidity keeps printing at more benign levels than anticipated by many. This will continue throughout February and March You need to login or sign up to one of our...
5 Things We Watch: APAC-inflation, The New BoJ Governor, US Wages, Green Shoots and Natural Gas
Every Wednesday our Head of Research, Andreas Steno, goes through the 5 most important themes/charts in global macro right now and how we assess them. Enjoy! You need to login or sign up to one of our member plans to see this....
The Great Game #10 – Qurans for Fighter Jets?
Who would have thought that a single Danish alt-right incel burning a book in Stockholm would have geopolitical consequences? Well, that is 2023 for you! You need to login or sign up to one of our member plans to see this....
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