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Something for Your Espresso – The Lonely Reflation Bet

Geopolitical fog may be clouding the headlines, but under the surface, U.S. growth expectations are quietly setting up for a summer surprise. With dollar sentiment flipping, CTAs reloading on risk, and global positioning still skewed, it’s not too late to lean into the next leg up.
2025-06-20
<a href="https://stenoresearch.com/author/oskarvardal-4851/" target="_self">Oskar Vårdal</a>

Oskar Vårdal

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Geopolitical fog may be clouding the headlines, but under the surface, U.S. growth expectations are quietly setting up for a summer surprise. With dollar sentiment flipping, CTAs reloading on risk, and global positioning still skewed, it’s not too late to lean into the next leg up.

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