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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.

China/Germany Flash Watch: How will China navigate the Trump victory?

China/Germany Flash Watch: How will China navigate the Trump victory?

The Trump trade is roaring in financial markets, but how will China navigate the turbulence? Should we expect a major fiscal announcement on Friday, or perhaps a conciliatory approach to try and avoid tariffs? And what is happening in German politics?

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The Week at a Glance: US Election & Fed rate decision to guide the path forward

The week at a Glance – The cleanest shirt in the dirty laundry

Our nowcasts on the US economy have continued to prove useful for predicting the direction of macro data, with a rebound in US growth looking like the most viable outcome currently, but the momentum in the rest of the world has yet to show, and we are hence on relative value watch this week.

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China Watch: Elevator Up, Elevator Down… The Most Hated Rally in History?

China Watch: Elevator Up, Elevator Down… The Most Hated Rally in History?

We saw the worst day in the Hang Seng since Lehman yesterday, but China used the opportunity to “feed the rally” with something to look forward to—a briefing on fiscal stimulus on Oct 12. Here is a comprehensive overview of the far-from-impressive stimulus announced thus far.

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The Week at a Glance: US Election & Fed rate decision to guide the path forward

Week at a Glance – Are We Getting More 50s Across the Globe?

Markets are back on labor watch as Powell has signaled that conditions are not slowing down quickly enough for the Fed to promise more 50s. Meanwhile, expectations for Eurozone inflation are starting to look very soft. Are 50s potentially in play for the ECB if things start to sour quickly?

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