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Is This the End of US Dominance?
Season 7
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 th…
Published on 2 years, 11 months ago
Why Consumer Prices Will Plummet (And How to Play It)
Season 7
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—especial…
Published on 2 years, 11 months ago
Is it Time to Take Profits?
Season 7
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 Magg…
Published on 2 years, 11 months ago
Is the Bear Market Back to Bite Us Again?
Season 7
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 forec…
Published on 2 years, 11 months ago
BoJ Sends a Message to the Markets
Season 7
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 unc…
Published on 2 years, 11 months ago
The State of Play for Commodities
Season 7
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 Benningt…
Published on 2 years, 11 months ago
5 Questions, 3 Guests: Joseph Wang, Andy Constan, and James Helliwell
Season 7
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 H…
Published on 2 years, 11 months ago
5 Questions, 2 Guests: Felix Zulauf and Cullen Roche
Season 7
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…
Published on 2 years, 11 months ago
From Hurricane to Mild recession, What Changed?
Season 7
Earnings season for Q4 2022 kicked off today with both Bank of America and JPMorgan warning of a “mild recession” coming later this year. That’s a long way from the early-2023 crash that many analyst…
Published on 2 years, 11 months ago
Is the Market Mispricing the Fed?
Season 7
The pace of U.S. inflation slowed again in December as overall consumer prices fell by 0.1% month-over-month, according to the latest CPI report. Stocks ticked higher as a result, and the market is n…
Published on 2 years, 11 months ago