Stenos Signals
AndreasStenoLarsenWelcome to Steno Research. The 100% independent macro and geopolitical research house. We hope to see you as a client soon at www.stenoresearch.com. We will occasionaly deliver free articles at this substack still.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 217 | Subscribers | Read | andreassteno.substack.com |
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Latest Issues
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Steno Signals #125: EUR Liquidity Overtakes USD Liquidity – A Historic Shift
We are writing history at the moment as EUR liquidity is getting more sought after than USD liquidity....
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Steno Signals #124 - Something is WRONG in bond markets
Sovereign bond markets are performing poorly, even following bond market-friendly releases. What on earth is going on? Are we approaching another 'whatever-it-takes' moment from the G3 central banks?
China Watch: This is NOT stimulus. It’s a debt swap! Fake news..
The stimulus being prepared by the NPC for announcement next week seems more like the work of a marketing agency than an economic council. While the numbers are substantial, it’s more of a debt swap.
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Authors
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Global macro/markets, “Glee” fan and Madridista.
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