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Steno Signals #50 – Singing Hallelujah while being asleep at the wheel!
AI is mana sent from heaven, while McCarthy and Biden have allegedly agreed on a debt ceiling deal. We continue to favor positions with a positive beta…
LIVE NOW! Steno Research Portfolio Tracker
We have launched our portfolio monitor, which allows you to track our positions in real-time. The live feed will be available for premium subscribers…
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AndreasStenoLarsen
Steno Signals #49 – Everything related to the deposit crisis keeps worsening beneath the hood
Given the lack of an imminent economic crash risk, bond bears have been back in the driver’s seat. No news is bond bearish news, which in turn is likely…
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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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Inflation watch #1: 8 charts on slowing inflation and why it’s not a buy signal
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Steno Signals #20 - NO soft landing unless central banks admit to disinflation
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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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Steno Signals #48 – Markets vastly underestimate the impact on USD funding from the debt ceiling
The USD debt ceiling is a returning topic and it's typically not overly important for markets, but this time is likely to be different. The…
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AndreasStenoLarsen
FED/ECB LIVEBLOG
All eyes are on the Fed and ECB in the coming days! We have got you covered with our LIVEBLOG throughout Wednesday and Thursday.
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AndreasStenoLarsen
The liquidity outlook is about to turn much worse
The banking stress continues among regional banks and the liquidity outlook is now worsening materially in USD and EUR, which is likely to emphasize the…
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AndreasStenoLarsen
STENO SIGNALS #46 – LIQUIDITY IS DRYING UP FAST! SELL IN MAY AND GO AWAY?
We have been bullish on equities through the year but now see increasing signs warranting a defensive shift in positioning. Liquidity is drying up both…
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AndreasStenoLarsen
The banking crisis is back!
First Republic Bank and Banco Santander suffered materially in yesterdays trading. Is the banking stress back? Stay on top of the situation with a FREE…
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AndreasStenoLarsen
Japan Watch: Ueda is under increasing pressure to act
The first meeting with Ueda at the helm takes place this week. The BoJ is under increasing pressure to act and the Finance Ministry (and Buffet) seems…
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AndreasStenoLarsen
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4 WAYS CONSENSUS COULD BE WRONGFOOTED
Here is a list of four concrete ways that consensus could be wrongfooted based on my discussions and findings after having travelled Asian institutions…
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AndreasStenoLarsen
Stenos Signals
Welcome to Steno Research. The 100% independent macro and geopolitical research house. We hope to see you as a client soon at www.stenoresearch.com. We will occasionaly deliver free articles at this substack still.

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