UK Politics: Early Election?
The overall outcome of this week's local elections and by-election may not be as bad for the Conservatives as expected. Rishi Sunak may be...
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Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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Ep. 213: Bilal Hafeez on Fed Cuts, Dollar Strength and AI Hype
Summary: The CEO and head of research at Macro Hive, who previously worked at top financial institutions and grew up in a working class immigrant...
EUR-flation Watch: April is hot (in inflation terms)
Welcome to our now-cast series on EUR-flation. We have been banging the drum on dovish surprises in the Euro area for a while, but there are signs...
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