BREAKING: 3 Reasons why the BoJ Decision is NOT a Gamechanger
Breaking: 3 Reasons why the BoJ Decision is NOT a Gamechanger We have released a special edition of our podcast...
Andreas is the former Global Chief Strategist of Northern Europe’s largest bank but has now founded his own independent research company called Steno Research. Andreas is among other things a Senior Editor at Real Vision, the host of “The Macro Trading Floor” podcast at Blockworks and the editor of the newsletter “Steno’s Essential Signals”. Being born and raised in FX, Andreas now monitors all asset classes and builds state of the art allocation models based on his quantitative macro framework. On top of the financial analysis, Andreas is a well-known business angel, having pre-seed funded successful projects such as MarketReader and ScaleUp Finance along the way.
Breaking: 3 Reasons why the BoJ Decision is NOT a Gamechanger We have released a special edition of our podcast...
Rebound or Recession? Or Both? We are at macro crossroads as markets start to chase a cyclical rebound in the...
The Business Cycle that Everyone Misunderstood! Here's Why Positioning reveals that the pain trade is higher rates, while the recession...
"Remember 2007? It's Here Again... 5 Reasons Why we will Repeat All Mistakes" Should the Fed skip/pause on Wednesday, we’d...
"Bye bye inflation, hello lay-offs? Here is what to trade" When headline inflation wanes fast, real wages grow, while corporate...
"Singing Hallelujah while being asleep at the wheel!" AI is mana sent from heaven, while McCarthy and Biden have allegedly...
"Everything Related to the Deposit Crisis Keeps Worsening Beneath the Hood" Given the lack of an imminent economic crash risk,...
"Markets vastly underestimate the impact on USD funding from the debt ceiling" The USD debt ceiling is a returning topic...
The Liquidity Outlook is About to Turn Much Worse The banking stress continues among regional banks and the liquidity outlook...
"Liquidity is Drying Up Fast! Sell in May and Go Away?" We have been bullish on equities through the year...
"Japan Watch: Ueda is Under Increasing Pressure to Act" The first meeting with Ueda at the helm takes place this...
"4 Ways Consensus Could Be Wrongfooted" Here is a list of four concrete ways that consensus could be wrongfooted based...
"6 Reasons Why the USD Doom and Gloom is Overdone" **** Find out about the USD’o’meter and how to use...
"10 Reasons Why No One Will Talk Inflation in 6 Months From Now" No one will talk about inflation in...
"4 Takeaways From Investor Meetings in New York" What a week in London and New York!I truly enjoyed meeting a...
European Bank Loan Books Look WORSE Than US Peers Europe is better equipped to deal with a liquidity crisis than...
Here are 3 Ways to Track the Deposit Flight ****Go to → https://stenoresearch.com/subscribe/ and use “crisis20” to get 20% off your first subscription. Remember...
Will the Fed Cut By 2% Before Year-End? The cutting cycle looks more and more likely by the day and...
"The banking crisis is likely to accelerate in coming weeks" The banking crisis will continue to rage until the Fed...
5 Things We Watch: 5 Things You Need To Know On The Banking Turmoil Things are about to get serious....
10 Banks with a Toxic Balance Sheet Cocktail, if Commercial Real Estate Drops Further We have moved our focus to...
"Is China Your Only Feasible Savior in 2023?" This editorial is a free part of our “China Week” coverage on www.stenoresearch.com...
"3 Charts That Will Wrongfoot All the Bears" We have listened to the feedback and implemented a 2 week trial for subscriptions...
Introducing "The Problem Index" - which countries have the worst demographics? Which countries have the absolute worst demographics? How can...
"Why 50% of the current rebound is manufactured in a spreadsheet" We experience seasonal adjustments to an extent NEVER seen...
Japan Watch - The YCC Time Bomb for Western Fixed Income Japan is as MUST watch as a risk taker...
"Everyone is going to be surprised by rising global liquidity!" We have spent many hours discussing the liquidity outlook in...
"From a recession to a soft landing to a raging boom in just under one week!" Economic data is currently...
"Positioning Watch – Is this a Bear Market Rally or the Beginning of a Bull Run?" Each Saturday we release...
"5 Things You Need To Watch in Global Macro: The Inflation Crisis Is Spreading Through Asia" Each week we walk...
"Asset Allocation Watch - How to position for USD weakness?" Dear all,We have had a lot of feedback on our...
"INTRODUCING 'THE WALLER RULE' Causing S&P to Bottom in 3200-3300 in H2-2023?" Dear all,We have received tremendous feedback on our...
"Recession Time and Big News!" Dear loyal readers of Steno’s Signals. First, thank you very much for your support in...
"The Energy Cable #1" Price signals are starting to look increasingly bearish in oil and natural gas, in particular in...
"Get Ready for a Historic EUR Curve Inversion" Is the EUR swap market prepared for what’s coming in 2023? We...
"2 Reasons to Start 2023 With a Bit of Equity Exposure" Right about everyone and their mother expects a new...
"Why Bank of Japan's YCC Tweak may be Positive for US Treasuries" The Bank of Japan surprised everyone with a...
"Energy Watch #1: A European Disaster in the Making?" The EU agreed on a more aggressive price cap on natural...
"The Tanned Grinch" Lagarde starred in the role as the slightly more tanned Grinch as central banks decided to ruin...
"Inflation Watch #1: 8 Charts on Slowing Inflation and Why it's not a Buy Signal" As one of the very...
"Stealth QE Through the Back Door?" Is it really a possible scenario that the Fed will do stealth-QE by summer...
"Real Estate Watch #2 (USA) - Is a Nationwide 15-20% Drawdown Pessimistic Enough?" The biggest interest rate shock in several...
Is there any energy left in the energy trade? Energy has been THE performer of 2022, but is there any...
"Real Estate Watch - The equity market crisis to spread to Real Estate" The biggest interest rate shock in several...
Bipolar China A rising case count is ultimately the only trigger cable to end to the Chinese zero Covid regime,...