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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.

Nuclear Nugget (FREE): 3 Questions For The Nuclear Space

Nuclear Nugget (FREE): 3 Questions For The Nuclear Space

Hi and welcome to this free post where we wanted to touch upon uranium and nuclear energy since it has been a trending topic for a couple of weeks now. We pose 3 questions which we briefly try to answer in order to give you an idea where we are and what is going on in the uranium and nuclear space.

5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium

5 Things We Watch: China, burdens & beyond

What’s up in energy markets, will European inflation be below 2% before year-end, should we expect trouble to hit US real estate and how about the Yuan and its implications for global markets? Our two cents here.

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5 Things We Watch (In China) – Stimuli, USD vs CNY, Liquidity & PBoC

5 Things We Watch (In China) – Stimuli, USD vs CNY, Liquidity & PBoC

Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. Since we have not covered much else than China this week and the fact that it remains one of the key macro stories we thought we would exclusively zoom in on 5 things we watch related to China.

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Steno Signals #67 – 150bps higher 10yr yields and parity up next in EURUSD?

Steno Signals #58 – The one on banana republics, yield curve controls and the yuge EUR consensus among asset managers

We are now one step closer to a complete normalization of the monetary policy in Japan and I guess it is safe to say that the only thing that is normal in this cycle is that monetary policy returns to “normal”. The boomer trades are back!

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5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium

5 Things We Watch – Fed, ECB, BoJ, RBA & Credit

It’s central bank week again, and that of course means that we provide you with all you need to know ahead of the big meetings. Recent inflation numbers have pause written all over it, but will central bankers keep their hawkish tone?

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5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium

5 Things We Watch – The Equity Rally, the Chinese consumption problem, Consumers vs Corporates, 20/21 reversed?, MBS and the Fed

The equity rally continues, Xi is in the middle of structural issues, house lending is falling off a cliff in EZ and inflation is waning fast. Read more about the 5 things that we watch currently in this week’s edition of ‘5 Things We Watch’.

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ECB Liveblog

ECB Liveblog

The Central Bank Bonanza continues with our live coverage of the ECB Liveblog. Remember to post your questions below

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ECB Liveblog

Central Bank Liveblog: FED LIVE BLOG

Welcome to the Central Bank Bonanza with meetings of both the Fed, the ECB and the Bank of Japan. We’re covering it all live here on stenoresearch.com. Ask your questions below!

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