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What we told Hedge Funds: You are all wrong on the US

We continue to observe an odd sense of pessimism surrounding the U.S. economic recovery, even as leading indicators have begun to turn up sharply. I can’t shake the feeling that the market is reluctant to acknowledge what’s ahead.
2025-07-04
<a href="https://stenoresearch.com/author/andreas/" target="_self">Andreas Steno</a>

Andreas Steno

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We continue to observe an odd sense of pessimism surrounding the U.S. economic recovery, even as leading indicators have begun to turn up sharply. I can’t shake the feeling that the market is reluctant to acknowledge what’s ahead.

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