NEW! Introducing the Steno Research Datahub
2023-03-29
We have something brand new for you! To read the full article, sign up for a 14-day FREE trial of the Basic or Premium plan. Already a member? Login hereSteno Signals #41 – Deutsche, Deustche alles ist vorbei?
2023-03-26Deustche Bank is selling off rapidly without an evident trigger event. What is going on? Is the crisis spreading to Europe and will it turn into a credit crisis? We ...Fed Live Blog
2023-03-22When Fed Chair Powell goes on stage tonight we of course stay on the line for live coverage of the interest rate decision and the following speech. Get prepared and ...
The Great Game – The Chinese Subscription Plan
2023-03-23As Xi meets Putin – what is the Chinese endgame? What are they hoping to gain from supporting Russia? And how is this connected to your Tesla? To understand that, ...The Great Game: What to make of the Iran-Saudi Deal and Ukraine holding on to Bakhmut
2023-03-15Are the Chinese taking over management of the Middle East? Have Sweden given up on NATO? Why was I completely wrong about Bakhmut? Read all the answers in this year’s ...De-Coupling or Detente? The Future of US-Chinese trade in the balance
2023-03-08For years, the US have struggled to find their footing vis-a-vis the new Chinese threat. We have seen countless attempts at “strategic pivots” and contructive meetings, but it’s no wonder ...
Rewind the Clock – Back to the 80’s ?
2023-03-30Economic stability coupled with low rates and lack of effective regulation have led minor banks to take considerable risks chasing profits. Now the chickens are coming home to roost- and ...5 Things We Watch: The BTFP, US and EU Deposit Flights, Credit Tightening, and The FFR
2023-03-30The recent turbulence in the banking system has been for the history books. It may have cost the lives of some banks on both sides of the pond, but has ...Demographics Watch – A Public Debt Timebomb
2023-03-30Welcome to a new Demographics Watch! We will take a deep dive into public debt and how it’s related to birth rates and ageing population. If you want to go ...
Good Morning America: Remember Spain?
2023-03-30Inflation surprised on the downside in Spain, which is comforting news for the ECB. Inflation will prove to be of secondary relevance in coming months. To read the full article, ...Something for your Espresso: Sentiment is improving, while data is worsening
2023-03-29It is quite before the storm in the global economy, and this may allow a short-term window of hopetism to arise again. To read the full article, sign up ...Something with your Espresso: Do you like the rates roller-coaster? We do…
2023-03-28Another day, another direction for rates. Banks are driving the show and the underlying question remains. Is this a true banking crisis or is it a tempest in a teapot? ...
