Steno Research @stenodata
Your source for actionable and independent macro economic and geopolitical research. Check our websites for insights, model portfolio, trade alerts and more! stenoresearch.com Joined June 2023-
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We have compiled some of THE charts to watch as we enter the new year with the Trump presidency, Fed flip-flopping and high equity market concentration posing risks to markets. The chart-pack can be accessed below: stenoresearch.com/wp-content/upl…
Maker's transition to rebrand as Sky, and to shift from its Dai stablecoin to USDS, heavily reduces its profitability. However, we remain highly optimistic about this change, as we believe it will drive significant growth for Maker. You can access the full note at:…
We have a special free macro nugget up on our site with a primer on the liquidity outlook for the rest of the year buff.ly/3zJDVAh Remember to subscribe to our free newsletter for more updates on all things macro and markets: buff.ly/3IeEF1g
It’s a GUNGHO SUMMER! ☀️ 🤝 Welcome back to #MacroMondays with .@AndreasSteno and .@RosenvoldGeo 🧵Key takeaways from today’s show: 1/ 🌐 Andreas predicts a positive market outlook with #inflation dropping and liquidity increasing despite initial market resistance. 2/ 📉 US…
We trade in our crypto portfolio, adding a token with tremendous potential. The token generates substantial net income and stands to benefit significantly from increased Real-World Assets (RWA) activity. Read the note in full: buff.ly/3Lq09ty
When it rains, it pours... Let's see if this spills over into goods inflation. Consider buying your christmas presents now? Subcribe to our free macro nugget for updates on markets and macro buff.ly/3IeEF1g
Copper price action remains heavy in contrast to the consensus expectations. Are you paying attention? More -> stenoresearch.com/watch-series/e…
🔵 Will the democrats get rid of Joe Biden? @AndreasSteno x @RosenvoldGeo Full discussion youtu.be/SAXJ0xc2XD4?si… 👈 #MacroMonday
Another smoking hot Services CPI number from the UK, way above consensus but close to our nowcast BoE is still caught between a rock and a hard place. I don't see them cutting this year. More: stenoresearch.com/daily-post/som…
Egypt, which had been exporting LNG since 2019, is now set to return as a buyer and plans to make its largest purchase of LNG in years to avert an energy shortage. Watch out for this to have a global effect on gas markets!
The surge in U.S. liquidity starts today. As a matter of fact, we expect crypto to follow suit. Among other positive factors, there is simply no macroeconomic condition that benefits crypto more than increased liquidity. Full note: stenoresearch.com/crypto-moves/i…
That was admittedly a SOFT inflation report and I was wrong I am still very sceptical of the notion that inflation is defeated, but I am not a fan of peeing against the wind either.. Details below
1/ 📈 A few insights from this week's #MacroMondays with .@AndreasSteno as we break down the biggest market moves... From #Bitcoin's staggering inflows to meme stocks making a comeback, we've got you covered: 🧵youtu.be/2k5fOjRYDzE
ISM Services jumps back to 53.8 Time to put that recession chatter to bed for a few months again?
🔥 Macro Mondays with .@AndreasSteno youtu.be/xh703bdvVyM
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