Stenos Signals

Home
Archive
About
New
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
66
2
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
60
17
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
78
8
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
40
8
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
39
2
I remain of the view that it is inadvisable to make large portfolio changes during Geopolitical turbulence. Markets remain lukewarm despite the Russian…
AndreasStenoLarsen
25
2
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
105
14
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
72
5
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
86
16
This is Stenos Signals, a newsletter about (Bi)Weekly musings on macro- and market developments.
AndreasStenoLarsen
46
© 2022 AndreasStenoLarsen
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing