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Andreas Steno of Steno Research is flying solo on this week's Macro Mondays, breaking down the latest inflation signals and what they mean for the market outlook. With energy prices and input costs rising, is another inflation shock on the horizon, and could Kevin Warsh be focusing on the wrong inflation measure? Andreas also examines the latest business cycle data, why he's not ready to turn bearish on equities just yet, and what renewed pressure in France's bond market could mean for European investors.
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Timestamps:
- France Is Burning — But Is the Market Panic Overdone?
- French Bond Stress: Why Credit Markets Are Turning on France
- AI Credit Stress: Is the Data Center Buildout Finally Breaking?
- Extreme Fear, Record Hedging, and the Midterm Setup
- Why This AI Selloff Is More Fundamental Than the Last Ones
- Hot CPI and PPI — So Why Did Bond Yields Fall?
- Positioning Is Crowded: Bonds, Energy, Dollar, and AI
- Inflation Peak Ahead? Why October Could Be the Turning Point
- Are the Mag 7 Really About to Cut AI CapEx?
- Compute Prices Are Rising — and That Changes the AI Bear Case
- DeepSeek Banned From US Government Systems: A New AI Trade War?
- Hiking Cycles, Credit Stress, and the Timing of the Next Trade
- Why Inflation and the Midterms Could Set Up a Q4 Rebound
Disclaimer: media.realvision.com/wp/20231004185303/Disclai…
#macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #realvision
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