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Stenos Signals #9: Demand is rolling over and markets are noticing
We have talked over and over about supply during the past 12 months, but it is now time to talk about demand. Go short the business cycle and buy USD.
AndreasStenoLarsen
May 13
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Stenos Signals #9: Demand is rolling over and markets are noticing
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Stenos Signals #8: Outright deflation risks in 2023 are increasing
The current supply squeeze is one of the worst seen ever. The disconnect between demand fundamentals and food- and energy prices is simply eye-catching…
AndreasStenoLarsen
Apr 15
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Stenos Signals #8: Outright deflation risks in 2023 are increasing
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Stenos Signals #7: Duration is getting killed across all asset classes
Duration has been “killed” by financial markets over the past year, which carries repercussions for all asset classes. How can you track duration across…
AndreasStenoLarsen
Mar 29
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Stenos Signals #7: Duration is getting killed across all asset classes
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Stenos Signals #6 – Is growth no longer relevant?
Inflation runs markets currently as it seems as if growth has become irrelevant for policy makers, but will such a narrative pass a reality test? I…
AndreasStenoLarsen
Mar 18
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Stenos Signals #6 – Is growth no longer relevant?
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Stenos Signals #5 – How do you trade stagflation?
Inflation is not going to peak in Q1 as the most recent price developments in energy- and food prices will lead inflation much higher in Q2. So, the…
AndreasStenoLarsen
Mar 9
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Stenos Signals #5 – How do you trade stagflation?
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Stenos Signals #4 – Biden owns a printer, while Powell owns a flat iron
I remain of the view that it is inadvisable to make large portfolio changes during Geopolitical turbulence. Markets remain lukewarm despite the Russian…
AndreasStenoLarsen
Feb 24
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Stenos Signals #4 – Biden owns a printer, while Powell owns a flat iron
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Stenos Signals #3 – The bluff of a decade?
A lot of investors are rightfully scared that Russia is about to invade Ukraine. It almost never pays to bet on geopolitical turbulence and the current…
AndreasStenoLarsen
Feb 16
105
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Stenos Signals #3 – The bluff of a decade?
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Stenos Signals #2 – Why the Pandemic is about to get disinflationary
The current inflation is mainly a result of lagged consequences of the pandemic trends, but as these trends are about to reverse, we may experience the…
AndreasStenoLarsen
Feb 10
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Stenos Signals #2 – Why the Pandemic is about to get disinflationary
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Stenos Signals #1 - Don’t take a bet against gravity!
Everyone currently panic about high inflation and a weak labour supply, which has catapulted front-end pricing central banks higher. I would prefer to…
AndreasStenoLarsen
Feb 2
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Stenos Signals #1 - Don’t take a bet against gravity!
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This is Stenos Signals, a newsletter about (Bi)Weekly musings on macro- and market developments.
AndreasStenoLarsen
Jan 30
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Coming soon
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