


Steno Signals #35 – Has global liquidity bottomed already?
We have been spending countless hours discussing the liquidity outlook in the US, but developments elsewhere are equally as interesting. JPY and CNY liquidity is on the RISE, which has turned the tide on “global liquidity”. Position accordingly? You need to login or...
5 things we watch: The cyclical upswing, energy inventories, the BoJ governor, higher for longer and the consumer
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....
Ukraine Has Lost the Initiative – 3 Key Predictions on What’s Next
Hopes are high in the West with Leopards soon being let loose in Ukraine. But we see a much darker time ahead for the Ukrainians. We deliver you our 3 current conclusions and 3 key predictions on what’s next. You need to login or sign up to one of our member...
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