#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger

07/28/23 • 13 min

Markets initially panicked after the Bank of Japan decision to move the needle on the yield curve control was leaked.
The new yield curve control regime is much more flexible, which can actually be seen as a positive.
We discuss the surprise decision by Bank of Japan in this short Breaking edition of “Macro Sunday”
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#6 - Geopolitical risks are back - Guest: Claus Vistesen

Why is the EUR so resilient? And will it continue to be so in the wake of renewed geopolitical turmoil in the Eastern parts of the continent?
We welcome Claus Vistesen of Pantheon Economics to discuss the European case. A buy or a sell relative to expectations?
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Next Episode

#8 - From recession to Goldilocks - USA USA USA - Guest: Darius Dale

From a technical recession in July-2022 to a widespread acceleration in July-2023. The US economy is not done performing and the interest rate sensitivity seems much smaller than usual.
What has changed in the US economy and is the soft landing an actual feasible scenario?
We host Darius Dale of 42 Macro for a discussion on the strenght of the US economy and how to trade it.
If you want more of our transparent and actionable research, you can use the code macro30 to get 30% off your subscription at www.stenoresearch.com