Filter by Categories
Macro Regime Indicator: Heavy long in cyclical FX

Macro Regime Indicator: Heavy long in cyclical FX

Just as most tabloid models forecasted a near-0% chance of a recession within the next year, markets reacted in stark contrast. Can the recent broad based selloff and the following and current rally be explained by developments in liquidity, inflation, or growth?


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.