Steno Signals #41 – Deutsche, Deustche alles ist vorbei?
Deustche Bank is selling off rapidly without an evident trigger event. What is going on? Is the crisis spreading to Europe and will it turn into a credit crisis? We look at the situation here and find more and more reasons to be worried. To read the full article, sign...
5 things we watch: Deposit flights, lending standards, liquidity, peak rates and PMIs
It’s been another of those macro weeks that makes you 10 years older in a matter of days. We look at the timeliest indicators of the deposit flight crisis and assess how to deal with it. To read the full article, sign up for a 14-day FREE trial of the The Macro...
The Great Game – The Chinese Subscription Plan
As Xi meets Putin – what is the Chinese endgame? What are they hoping to gain from supporting Russia? And how is this connected to your Tesla? To understand that, we must understand the Chinese subscription model! To read the full article, sign up for a 14-day...
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