Filter by Categories
Watch Series
The Great Game
Daily Post
Steno Signals
Free Content
Emerging Markets
Video
Steno Signals #181: Welcome to the golden age for risk taking (and scams)

Steno Signals #181: Welcome to the golden age for risk taking (and scams)

What a weekend in Trump-land, set against a macroeconomic environment that, as far as I can tell, looks more like 2021 than 2017. If we cut through all the noise, it seems we’re still early in the business cycle—and things are accelerating once again.

To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan.

Portfolio Watch: Stay Composed—The Trump Trade Is Still ON

Portfolio Watch: Sea of cyclical green

The cyclical rotation keeps rolling, and recent comments affirmed in our view that the Fed will allow the economy to reflate here. We caught on early and continue to reap great gains.

To read the full article, sign up for a 14-day FREE trial of the Professional plan.

5 Things We Watch: Iran, China, Crypto, Inflation and the Fed

5 Things We Watch: USD-flation, Global Inflation, US Labor Market, Japan, Bitcoin

Things are starting to look a little troublesome for the US economy in the mid-term as re-accelerating inflation and a weakening labor market is no easy cocktail for the Fed. Read more here together with some notes on freight rates, Japan and the new BTC ETF.

To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan.

Positioning Watch – Preparing for (dis)inflation?

Positioning Watch – Preparing for (dis)inflation?

With a strong jobs report and a soft CPI print, the market is currently digesting divergent data. In the upcoming weeks, we will closely observe market positioning to interpret the implications for price action. If the inflation paradigm is shifting, how are markets prepared?

To read the full article, sign up for a 14-day FREE trial of the Professional plan.


WELCOME TO STENO RESEARCH

Sign up to receive free weekly
newsletters and macro nuggets

We don’t spam! Read our privacy policy for more info.