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Steno Signals #66: Buckle up for the energy crisis 2.0
Is the current energy crisis reminiscent of 2022? We compared the energy crisis 2.0 to the 1.0 crisis of 2021/2022 and díscuss the trading playbook in…
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AndreasStenoLarsen
Steno Signals #65 - The 4 things that worries me the most in global macro right now
I am getting increasingly concerned about (at least) four things in the current global macro setup, which leaves prudent risk management in investing…
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AndreasStenoLarsen
Steno Signals #64 - The one on ESG-flation, oil and other tangibles
It is no secret that we have never been major fans of the overfitted ESG narrative in investing, but the market is now starting to chime in. Windmills…
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AndreasStenoLarsen
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Steno Signals #21 – 3 reasons why everyone, Zuckerberg, me, and their dogs turn into idiots when rates are 0%
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26
Inflation watch #1: 8 charts on slowing inflation and why it’s not a buy signal
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12
Steno Signals #20 - NO soft landing unless central banks admit to disinflation
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12
Steno Signals #26 - Stealth QE through the back door?
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11
Real Estate Watch - The equity market crisis to spread to Real Estate
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12
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Energy Watch: Can oil rally 25% further in Q4?
There is a sudden smell of 2021/2022 in the air again as Muftis and Zars suddenly have the upper hand in energy markets again. Can Bin Salman make life…
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AndreasStenoLarsen
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Steno Signals #63: STAGFLATION in Europe and payroll recession in the US?
Sticky inflation, renewed issues with energy costs and a light recession in the making already. Europe screams stagflation. Meanwhile, we are edging…
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AndreasStenoLarsen
Steno Signals #62 - The recession is called off (by consensus)
The “no-landing” camp is getting increasingly crowded and even if we do not rule such a scenario out, we find that the probability of outcomes is…
Steno Signals #61 - The end of China as we know it?
The doom in China is back with a vengeance and everyone seems convinced that China is now in a structural decline driven by a balance sheet recession…
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AndreasStenoLarsen
Steno Signals #60: Worse than Lehman in China!? The 3 most important questions right now!
Either the commodity market is 100% wrong or else China is amidst a rebound. Is the Chinese credit cycle worse than Lehman? Here are the 3 main…
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AndreasStenoLarsen
Steno Signals #59 - Either you do Japan, or Japan will do YOU!
The Bank of Japan has fueled a global curve steepening and the US Treasury is forced to emphasize the trend with substantial ramifications for…
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AndreasStenoLarsen
Steno Signals #58 - The one on banana republics, yield curve controls and the yuge EUR consensus among asset managers
We are now one step closer to a normalization of the monetary policy in Japan and I guess it is safe to say that the only thing that is normal in this…
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AndreasStenoLarsen
Stenos Signals
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