Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Goldman Thinks Commodities Will Outperform in 2025 Gold will rally to a record next year on central-bank buying and US interest rate cuts,...
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Here is What We Told Hedge Funds This Week—and How We’re Trading It!
Happy Friday!Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
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Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?
Happy Sunday, friends, and welcome to my straight-to-the-point editorial on everything macro!Just as everyone had concluded that Trump and his...
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EQD | Asia December Vol Roadmap - The Big Exhale
​New section introduced to compare implied volatility with average price movement in December, useful for identifying straddle candidates. Implied...
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The Week at a Glance – Bessent’s Agenda, Fed Minutes, Core PCE, and EU HICP in Focus
Happy Monday! This week is relatively quiet on the economic data front, with the main releases being the FOMC meeting minutes from the last...
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