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Steno Signals #96 - A major devaluation of the CNY could be imminent
China is preparing for something major. That seems increasingly obvious judging from the stockpiling of important resources. Could it be that they are…
Apr 21
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AndreasStenoLarsen
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Steno Signals #96 - A major devaluation of the CNY could be imminent
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Steno Signals #95 - Is the next move a hike?
The market keeps lagging in this re-inflation cycle and while forward pricing and economists are backpaddling on 2024 expectations, the next battlefield…
Apr 14
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AndreasStenoLarsen
4
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Steno Signals #95 - Is the next move a hike?
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EM Watch: China is preparing something BIG!
The strategic shift from Real Estate to Green-tech manufacturing in China is very evident and it will likely impact Europe to a much larger extent than…
Apr 11
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AndreasStenoLarsen
13
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EM Watch: China is preparing something BIG!
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Steno Signals #94 - Trading the FAKE business cycle
The fake business cycle keeps surprising markets and central banks and the volatility in the cyclical components of the economy will likely keep markets…
Apr 7
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AndreasStenoLarsen
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Steno Signals #94 - Trading the FAKE business cycle
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March 2024
Steno Signals #93 - Material stealth QT upcoming during a war economy
The US is effectively running a war economy and the ultimate headache is typically not seen until the production pace is slowed. Meanwhile, Yellen…
Mar 31
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AndreasStenoLarsen
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Steno Signals #93 - Material stealth QT upcoming during a war economy
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Steno Signals #92 - 5 take aways from a trip in London!
After having traveled to London last week, I am left with a vibe of a head fake reflation narrative. We are truly late in the cycle, which opens the…
Mar 24
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AndreasStenoLarsen
14
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Steno Signals #92 - 5 take aways from a trip in London!
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Steno Signals #91 - No more recessions ever!?
Recession chasing is getting increasingly weak as an investment strategy with fewer and fewer recessions around. Is the business cycle still alive and…
Mar 17
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AndreasStenoLarsen
17
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Steno Signals #91 - No more recessions ever!?
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Steno Signals #90 - More liquidity to the most hated rally in recent history
It feels reminiscent of early 2021 in many ways with a very hated rally that keeps getting liquidity fuel. Central banks remain biased towards easing…
Mar 10
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AndreasStenoLarsen
11
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Steno Signals #90 - More liquidity to the most hated rally in recent history
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Steno Signals #89: Major Twist to QE upcoming!
Chris Waller hinted of a twist to the QE operations, which will likely impact the yield curve in the US. Will the Twist operation support the…
Mar 3
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AndreasStenoLarsen
11
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Steno Signals #89: Major Twist to QE upcoming!
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February 2024
Money Watch: Trillions of USDs are waiting to be unleashed
Money growth has improved lately in the US, while there are trillions parked on the time deposit / MMF side-lines. If the Fed cuts rates into the…
Feb 28
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AndreasStenoLarsen
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Money Watch: Trillions of USDs are waiting to be unleashed
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Steno Signals #88: Anyone left willing to bet on rate cuts in H1?
Fed and ECB doves have ultimately killed the last market hopes of rate cuts during the spring from the big three central banks. What does it take to…
Feb 25
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AndreasStenoLarsen
12
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Steno Signals #88: Anyone left willing to bet on rate cuts in H1?
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Steno Signals #87 - Inflation is BACK! Position accordingly..
Both input- and output prices have flared up in the US and the 2024 consensus on rates and inflation is blown into smithereens. What’s next?
Feb 18
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AndreasStenoLarsen
12
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Steno Signals #87 - Inflation is BACK! Position accordingly..
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