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Something for your Espresso is the Daily morning research letter from Steno Research. Occasional morning letters for the US based audience is also send out under the name Good Morning America

Week at a Glance – A Silently Dovish Message From the Fed?

Week at a Glance – A Silently Dovish Message From the Fed?

This week is all about the Fed, central banks, and how they respond to the ongoing slowdown of the U.S. economy—mainly caused by the sitting president. Will they start supporting the economy and equities now, or will they stay data-dependent and wait until the effects of the current policy mix have fully materialized?

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Something for Your Espresso – A Global Turn in Growth Emerging?

Something for your Espresso: Donald the Flip Flopper

The headline hockey from the White House is reaching extremes as even The Donald disagrees with himself intraday it seems. US equities will not find a bottom until calm is restored in the white house, while bond yields aim for 3.75%!

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