Were we already in recession in 2022? The Bureau of Labor Statistics now contradicts its very own non-farm-payrolls data in the new Business Employment…
Each week we walk our clients through the top 5 themes on our watch-list and this week we show how Asian inflation LAGS Western inflation. This is major…
We find conviction that further weakness in the USD is up ahead in the next few months. If we are correct, how should one then position for such a…
Waller from the FOMC has hinted when the QT process ends. The current debt ceiling stand-off is likely to prolong QT in this Waller framework, while the…
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Steno Signals is moving to www.stenoresearch.com and you can get up to 50% off as a loyal subscriber! The early bird offer ends soon.
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Steno Signals is moving to www.stenoresearch.com and you can get 20% off as a loyal subscriber! Read here to find out how to continue to receive…
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Steno Signals is no longer gonna be part of the Substack-team... BUT we are instead moving to our very own platform "Steno Research"! And we offer you a…
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The ECB still lags European inflation by several months, while a Chinese reopening is not necessarily bullish for oil. Find out why as we reveal our new…
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