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Something for your Espresso: Good news is bad news?

Something for your Espresso: Good news is bad news?

Feb 22, 2023 | Daily Post

A big bounce in ISM Services and suddenly the higher for longer spills-over to equities. The current rebound has higher rates tattooed all over it but is it sensible?

Something for your Espresso: Good news is bad news?

Something for your Espresso: Will the cyclical rebound be confirmed?

Feb 21, 2023 | Daily Post

Will the cyclical upswing be confirmed in European PMIs and German IFO numbers? Markets clearly lean that way, while bets are being removed on a more hawkish BoJ.

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Something for your Espresso: Good news is bad news?

Something with your Espresso: Even the Tesla is alive again

Jan 24, 2023 | Daily Post

Today is a big day for the “rebound bet” as PMIs are out in Europe and in the US. We understand why markets expect a rebound in activity but find the risk/reward lackluster in betting on it.

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Steno Signals #24 – Bipolar China

Steno Signals #24 – Bipolar China

Nov 27, 2022 | Steno Signals

A rising case count is ultimately the only trigger cable to end to the Chinese zero Covid regime, why the possibility of a reopening is currently INCREASING.

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Steno Signals #15 – The one on inflation nuances and portfolio construction

Steno Signals #15 – The one on inflation nuances and portfolio construction

Sep 15, 2022 | Steno Signals

It is time to be humble about inflation. It is tricky to time the peak, why a basket with embedded windshields, should inflation re-accelerate, may be the best choice.

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Steno Signals 11 – Inflationistas vs Recessionistas

Steno Signals 11 – Inflationistas vs Recessionistas

Aug 11, 2022 | Steno Signals

Is this a return to a 70s-like fight between inflation and recession? The energy supply scarcity is likely to bring about yuge business cycle volatility in coming years until the situation is settled.

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Steno Signals #10 – How to position for a landslide in PMIs?

Steno Signals #10 – How to position for a landslide in PMIs?

Jul 28, 2022 | Steno Signals

What happens in markets when the ISM Manufacturing index drops below 50 over the next quarter? We have looked across all assets with interesting findings.

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