Is This the End of US Dominance?
Turkey has been the best-performing equity market in the world in dollar terms in 2022. Meanwhile, the Mexican peso and the Brazilian real have been among the strongest currencies against the buck thi...
22 Jan 202354min
Why Consumer Prices Will Plummet (And How to Play It)
In the inaugural episode of Steno's Signals, Andreas walks us through why inflation will fall fast in the first quarter of this year, why that might not be a broad-based sign to buy equities—especiall...
21 Jan 202324min
Is it Time to Take Profits?
Stocks rallied back on Friday but are still down on the week as another large round of job cuts hits the technology sector. In today’s extended version of the Daily Briefing, Jared Dillian joins Maggi...
20 Jan 202334min
Is the Bear Market Back to Bite Us Again?
Stocks extended yesterday’s slide after lower-than-expected U.S. weekly jobless claims this morning suggested a still-resilient labor market. Meanwhile, December housing starts slowed less than foreca...
19 Jan 202339min
BoJ Sends a Message to the Markets
U.S. equities gave back this week’s gains as investors try to parse producer-side deflation, the probability of recession, and the Bank of Japan’s decision to leave its yield curve control policy unch...
18 Jan 202340min
The State of Play for Commodities
U.S. equities began the week choppy as Goldman Sachs and Morgan Stanley both reported steep profit losses in Q4 2022. Banks see a recession coming, but does the rest of the market agree? Ash Benningto...
17 Jan 202333min
5 Questions, 3 Guests: Joseph Wang, Andy Constan, and James Helliwell
What’s the trajectory of inflation in 2023? How about the likelihood of a severe recession? There’s no shortage of uncertainty as we look past the holidays, but Joseph Wang, Andy Constan, and James He...
15 Jan 202313min
5 Questions, 2 Guests: Felix Zulauf and Cullen Roche
Are investors prepared to weather the storm that’s brewing for global markets? Welcome to the latest edition of V Questions, where expert guests answer 5 questions in 1 take with zero preparation. On ...
14 Jan 202310min
