Crypto Moves #56 – Suddenly We Are Once Again Discussing Inflation
It should come as no surprise that inflation dominated headlines throughout 2022 and 2023. This was largely because central banks around the...
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Positioning Watch – Is the Santa Rally at risk of being canceled? Not yet..
Hi everyone, and welcome back to our weekly positioning update. I’ve been puzzled over the past weeks of just how much risk assets have been...
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Delphi's Markets Year Ahead 2025
Overall, the discussion centered around the performance and outlook of Delta and other assets, global liquidity trends, a bullish outlook on risk...
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Steno Signals #175 – 4 asymmetrical cases for Santa Powell
Happy Sunday, everyone, and welcome to my weekly editorial on everything tradable in macro! I was confident heading into last week that the U.S....
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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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