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Steno Signals

Steno Signals is our weekly editorial on everything macro. The byline of the editorial is Andreas Steno Larsen, former chief strategist at Nordea Bank and CEO of Steno Research.

Macro Nugget: Focus on German weapons backlog

Macro Nugget: Focus on German weapons backlog

***EU Finance Chiefs Seek More Defense Funding, But Question How** While policy makers in Europe are worried about financing in terms of fighting Russian aggression maybe they should start to look at production capacity as well. The backlogs ratio in German weapons...

5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China

5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China

A possible return of cyclical momentum paired with inflation has caught the attention of macro enthusiasts, but markets continue to celebrate the promised cuts from the Fed. Will sentiment change with tonight’s meeting minutes? We elaborate on the 5 things we look at this week!

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5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China

5 Things We Watch – Inflation updates, Labor Market, Oil, Chinese equities & Growth

The BLS will update inflation weights and seasonal adjustment factors on Friday, the labor market is still strong but weaknesses are emerging, oil dropped back below 80 despite solid fundamentals, Chinese equities look cheap and the US is nowhere near a recession (for now). We will cover it all today.

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