Sitemap - 2022 - Stenos Signals
The Great Game #7 - 2023 Crystal Ball
Steno Signals #28 - 2 reasons to begin 2023 with a bit of equity exposure
Bond Watch #1 - Why Bank of Japan's YCC tweak may be positive for US Treasuries
The Great Game #6 – European Gas Drought?
Energy Watch #1 – A European Disaster in the making?
Steno Signals #27 – The tanned grinch
The Great Game #5 - China and the Anti-Western Axis
Inflation watch #1: 8 charts on slowing inflation and why it’s not a buy signal
Europolitics Watch #1 - The Big Breturn??
Steno Signals #26 - Stealth QE through the back door?
Real Estate Watch #2 (USA) - Is a nationwide 15-20% drawdown pessimistic enough?
The Great Game #4 - The Bakhmut Bloodbath
Steno Signals #25 – Is there any energy left in the energy trade?
The Great Game #3 - Ulf Kristersson, the Swedish Circus Artist
Real Estate Watch - The equity market crisis to spread to Real Estate
Steno Signals #24 - Bipolar China
The Great Game #2 - Rise of the Turks
The Great Game #1 - China Re-opening?
Steno Signals #23 - Ni Hao China?
Steno Signals #22 – Is China re-opening while the Metaverse is closing?
Steno Signals #20 - NO soft landing unless central banks admit to disinflation
Steno Signals #19 - 1, 2, 3, Central bank panic
Steno Signal’s #18 - The winners and losers of energy nationalism in Europe
Steno Signal #17- A historic FX crisis in Europe
Steno Signals #16 – A (semi)-permanent energy GDP-shock in Europe?
Steno Signals #15 - The one on inflation nuances and portfolio construction
Steno Signals #14: What on earth is going on in European electricity markets?
Stenos Signals #13 - No, Germany is probably not running out of gas
Stenos Signals #12 - You will all hate me after this..
Stenos Signals 11 - Inflationistas vs Recessionistas
Stenos Signals #10 - How to position for a landslide in PMIs?
Stenos Signals #9: Demand is rolling over and markets are noticing
Stenos Signals #8: Outright deflation risks in 2023 are increasing
Stenos Signals #7: Duration is getting killed across all asset classes
Stenos Signals #6 – Is growth no longer relevant?
Stenos Signals #5 – How do you trade stagflation?
Stenos Signals #4 – Biden owns a printer, while Powell owns a flat iron
Stenos Signals #3 – The bluff of a decade?
Stenos Signals #2 – Why the Pandemic is about to get disinflationary