Steno Research

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At Steno Research, we understand that the financial world doesn’t stand still—and neither do you. That's why we provide cutting-edge macroeconomic insights designed to keep traders one step ahead. With our extensive range of subscriptions, you gain access to unique analyses, sophisticated models, and comprehensive data that empower you to make informed decisions swiftly and confidently. Explore th

e depths of global markets through our weekly editorials, delve into the dynamics of digital currencies with our detailed crypto research suite, and elevate your trading strategies with our premium content, crafted specifically for professional macro insights. Steno Research is committed to delivering timely, actionable research that helps you navigate through the complexities of today’s financial landscapes. Discover how Steno Research can transform your trading decisions.

Macro Nugget: Expectations in the US soaring
23/10/2024

Macro Nugget: Expectations in the US soaring

Can Trump deliver?

The Drill: The Reflation Story is alive and kicking except in Commodity markets
22/10/2024

The Drill: The Reflation Story is alive and kicking except in Commodity markets

This week’s The Drill will focus on the reflation story and how it is the growth narrative that is dominating the inflation narrative. Basically the growth impulse stories from the US and China are the loudest whilst Europe is dragging, but no reasons to go long just yet.

Macro Nugget: What growth slowdown?
22/10/2024

Macro Nugget: What growth slowdown?

55 ISM Manufacturing readings come New Year?

The week at a Glance – The cleanest shirt in the dirty laundry
21/10/2024

The week at a Glance – The cleanest shirt in the dirty laundry

Our nowcasts on the US economy have continued to prove useful for predicting the direction of macro data, with a rebound in US growth looking like the most viable outcome currently, but the momentum in the rest of the world has yet to show, and we are hence on relative value watch this week.

Steno Signals #122 – Markets have abandoned the cutting narrative (outside of EZ)
21/10/2024

Steno Signals #122 – Markets have abandoned the cutting narrative (outside of EZ)

We are left with a market pricing that mostly considers 50bp cuts a feasible scenario in the Eurozone, but the ECB is not a 50bp central bank, especially not if its peers aren’t moving that fast.

Portfolio Watch: October reflation or October disinflation?
18/10/2024

Portfolio Watch: October reflation or October disinflation?

While traded prices show signs of exhaustion, market rates in USD have soared due to growth repricing, which aligns well with our nowcasts....

18/10/2024

Macro Nugget: Housing troubles in the US

China Watch: Time to play briefing bingo again..
16/10/2024

China Watch: Time to play briefing bingo again..

It’s time for another briefing from China, this time focused on the real estate market. We should get used to this flow of briefings, but is anything actually changing? Here's an update on the status of real estate in China.

The Drill: Geopolitical risk premium in crude now almost gone
15/10/2024

The Drill: Geopolitical risk premium in crude now almost gone

Oil markets are in free fall now as it seems like the Biden admin has begged Netanyahu not to escalate things ahead of the election.

The Week at a Glance: No Bazooka from China (Yet) – Over to You, ECB
14/10/2024

The Week at a Glance: No Bazooka from China (Yet) – Over to You, ECB

The ECB is likely to re-emerge as a dovish guiding star, and with the absence of any truly positive news from China, the opportunity to receive EUR interest rates is becoming solid again. Meanwhile, UK inflation is expected to soften.

Macro Nugget: Growth factor in the driver seat
14/10/2024

Macro Nugget: Growth factor in the driver seat

Valuations about to come under pressure by rising long end yields?

Steno Signals #121: Whatever It Takes—In the US, but NOT in China
13/10/2024

Steno Signals #121: Whatever It Takes—In the US, but NOT in China

While the Chinese fiscal briefing was a huge nothing burger, we are starting to see pockets of the USD-denominated asset space behaving as if a USD "whatever-it-takes" moment is just around the corner.

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