Sitemap - 2023 - Stenos Signals
Steno Signals #80 - Stealth QE arriving IN SIZE in Q1
Steno Signals #79 - A Christmas present full of USD Liquidity from Powell and Yellen!
Steno Signals #78 - Santa Powell handing out gifts even to the naughty!
Fed Watch - Are lower yields really what risk assets want?
Steno Signals #77 - Oil demand is ALL TIME HIGH
Steno Signals #76: The Fed has lost control of liquidity trends
More fuel to the 2007 = 2023 analogy
Steno Signals #75 - The 2007/2008 playbook is useful again
Steno Signals #74 - Did King USD just break?
Oil Watch: September data weakness was fake news. Time to buy oil?
Macro Sunday: Is negative central bank Equity a problem?
Steno Signals #73 - An abysmal impulse for 2024
Launching coverage of digital assets
New credit data suggests a wave of bankruptcies is coming
Steno Signals #72 - When a recession meets a melt-up in equities and bonds
BREAKING: Japan to allow even higher yields!
Steno Signals #71 - A first taste of the recession sell-off?
Strong Energy Demand in October!
Central banks are insolvent. How do we deal with it?
Closing in on ECB rate cuts, while the Fed is not done hiking
Steno Signals #70 - 10 charts you NEED to monitor in global macro
Either you do Japan or Japan will do you!
What if inflation does not drop to 2%?
Steno Signals #69 – The recession playbook
Recession Playbook: Here is how we think the recession will pan out
Steno Signals #68: There is NOT enough buyers for bonds amidst all this
Oil Watch: Was the oil sell-off based on a wrong outlier?
Oil Watch: Bloodbath in oil markets
Steno Signals #67 – 150bps higher 10yr yields and parity up next in EURUSD?
Real Estate Watch: Meltdown in 2024 without rate cuts
Steno Signals #66: Buckle up for the energy crisis 2.0
Steno Signals #65 - The 4 things that worries me the most in global macro right now
Steno Signals #64 - The one on ESG-flation, oil and other tangibles
Energy Watch: Can oil rally 25% further in Q4?
Steno Signals #63: STAGFLATION in Europe and payroll recession in the US?
Steno Signals #62 - The recession is called off (by consensus)
Steno Signals #61 - The end of China as we know it?
Steno Signals #60: Worse than Lehman in China!? The 3 most important questions right now!
Steno Signals #59 - Either you do Japan, or Japan will do YOU!
BREAKING: 3 reasons why the BoJ decision is NOT a gamechanger
Steno Signals #58 - Rebound or recession? Or both?
Steno Signals #57 - What on earth is going on with the USD?
Steno Signals #56 – The business cycle that everyone misunderstood! Here is why..
Steno Signals #55 – Why surveys struggle to get anything right in this environment
Steno Signals #54 – Why Europe remains a wrong consensus call
Steno Signals #53 - 3 reasons why incentives will drive everything
Central Bank Coverage - LIVE NOW
Steno Signals #52 – Remember 2007? It’s here again... 5 reasons why we will repeat all mistakes
Steno Signals #51 - Bye bye inflation, hello lay-offs? Here is what to trade..
Steno Signals #50 – Singing Hallelujah while being asleep at the wheel!
LIVE NOW! Steno Research Portfolio Tracker
Steno Signals #49 – Everything related to the deposit crisis keeps worsening beneath the hood
Steno Signals #48 – Markets vastly underestimate the impact on USD funding from the debt ceiling
The liquidity outlook is about to turn much worse
STENO SIGNALS #46 – LIQUIDITY IS DRYING UP FAST! SELL IN MAY AND GO AWAY?
Japan Watch: Ueda is under increasing pressure to act
4 WAYS CONSENSUS COULD BE WRONGFOOTED
6 reasons why the USD doom and gloom is overdone
Steno Signals #44 - Are you sure that you prefer another currency to the USD?
20% off - Positioning Watch is back!
The biggest 2-week decline in bank lending in history
10 reasons why no one will talk inflation in 6 months from now
EM by EM - Time to buy Brazilian govies?
Macro Regime Update: Will the QE-like environment continue?
Steno Signals #42 – 4 take-aways from investor meetings in New York
Steno Signals #41 – Deutsche, Deustche alles ist vorbei?
European bank loan books look WORSE than US peers
Here are 3 ways to track the deposit flight
Fed LIVE Blog from Steno Research
Will the Fed cut by 2% before year-end?
Something for your Espresso: Bye bye to AT1 investors
Steno Signals #40 – The banking crisis is likely to accelerate in coming weeks
5 Things We Watch: 5 Things You Need To Know On The Banking Turmoil
10 banks with a toxic balance sheet cocktail, if Commercial Real Estate drops further
FREE LIVEBLOG on the banking crisis!
Steno Signals #39 – Time to figure out who’s naked
Something for your Espresso: Bear Stearns 2.0?
Steno Editorial: Is China your only feasible savior in 2023?
SHOULD YOU INVEST IN CHINA? STENO RESEARCH COVERS CHINA ALL WEEK
Steno Signals - FREE 2 week trial
Is inflation momentum back before it even disappeared? 5 Pros and 5 Cons
3 charts that will wrongfoot all the bears
4 charts that will make you go HMMM..
STENO SIGNALS #37: REVISITING THE MACRO REGIME INDICATORS CONSIDERING RECENT DEVELOPMENTS
Introducing "The Problem Index" - which countries have the worst demographics?
Steno Research - Free 2 week trial
Steno Signals #36 – Why 50% of the current rebound is manufactured in a spreadsheet
JAPAN WATCH – THE YCC TIME BOMB FOR WESTERN FIXED INCOME
Steno Signals #35 – Everyone is going to be surprised by rising global liquidity!
US INFLATION WATCH – Another LOWER than expected inflation print on the cards?
Steno Signals #34 – From a recession to a soft landing to a raging boom in just under one week!
Last call for 20% off - 16 charts on US Macro ahead of the Fed meeting
Steno Signals #33 - Introducing our prime Macro Asset Allocation Framework
Positioning Watch – Is this a bear market rally or the beginning of a bull run?
The big recession scam of 2022?
5 Things You Need To Watch in Global Macro: The Inflation Crisis Is Spreading Through Asia
Asset Allocation Watch - How to position for USD weakness?
STENO SIGNALS #32 – INTRODUCING “THE WALLER RULE” causing S&P to bottom in 3200-3300 in H2-2023?
Reminder: Up to 50% off for early birds on Steno Research
Reminder: Steno Signals is leaving - Get 20% off
Steno Signals is leaving Substack!
Steno's Signals #30 – Recession time and big news!
Steno Signals #29 - Get ready for a historic EUR curve inversion
Europolitics watch #2: The Tory Tragedy isn’t about division - it’s about defeatism