HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Podcast delayed, markets rebounded last week, led by news of reduced impact of Trump's tariffs</li><li>Fed slowed pace of quantitative tightening, reducing pressure on treasury market liquidity</li><li>Bitcoin and gold prices fluctuate, Chinese stocks rebound, DAX up 20% year to date, US equities impacted by tariffs and job losses</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast delayed, markets rebounded last week, led by news of reduced impact of Trump's tariffsFed slowed pace of quantitative tightening, reducing pressure on treasury market liquidityBitcoin and gold prices fluctuate, Chinese stocks rebound, DAX up 20% year to date, US equities impacted by tariffs and job lossesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013

<ul><li>Market volatility continues, with futures down across the board</li><li>Atlanta Fed's GDP nowcast turns negative for the first time since 2022</li><li>Winners in the market so far this year include gold, European stocks, and bonds</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market volatility continues, with futures down across the boardAtlanta Fed's GDP nowcast turns negative for the first time since 2022Winners in the market so far this year include gold, European stocks, and bondsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Happy Monday, and welcome to our editorial on everything macro! This is the place where we challenge the consensus narrative to uncover the best risk/reward trades and views in the world of macro.</li><li>The tariffs, despite all the bizarre flip-flopping, are going live to some extent this month.</li><li>We know that China has been hit with two rounds of 10%-point tariffs, while Mexico and Canada are facing 25% tariffs (with numerous exemptions).</li></ul>

Happy Monday, and welcome to our editorial on everything macro! This is the place where we challenge the consensus narrative to uncover the best risk/reward trades and views in the world of macro.The tariffs, despite all the bizarre flip-flopping, are going live to some extent this month.We know that China has been hit with two rounds of 10%-point tariffs, while Mexico and Canada are facing 25% tariffs (with numerous exemptions).

Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?

<ul><li>Episode 10 of New Barbarians podcast covers recent events and discusses Gene Hackman's passing</li><li>Mark Connors shares insights on investors seeking certainty and compares them to characters in Gene Hackman's movies</li><li>Trump's statements on Truth social and implications for the crypto market are analyzed, drawing parallels to themes of integrity and leadership in Hoosiers.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 10 of New Barbarians podcast covers recent events and discusses Gene Hackman's passingMark Connors shares insights on investors seeking certainty and compares them to characters in Gene Hackman's moviesTrump's statements on Truth social and implications for the crypto market are analyzed, drawing parallels to themes of integrity and leadership in Hoosiers.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

From Gene Hackman to Bitcoin: Signals, Sell-Offs, and Discipline | The New Barbarians #010

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Thematic (Sector/Industry)

<ul>
<li>A review of recent events/data impacting our investment themes or outlook</li>
<li>Is the OpenAI NVIDIA Artificial Intelligence driven bull market over?</li>
<li>The Japanese and Taiwanese stock markets are most at risk</li>
</ul>


A review of recent events/data impacting our investment themes or outlook
Is the OpenAI NVIDIA Artificial Intelligence driven bull market over?
The Japanese and Taiwanese stock markets are most at risk


Overview #17 – Buckle Up, We’re Not in Kansas Anymore!

United States

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

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Bitcoin (XBTUSD CURNCY)

Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013

Due to market volatility, the podcast will be delayed, with stocks rebounding last week and continuing to rise today, especially with the Dow up...

William Mann

Volatility, Tariffs, and a Potential Recession: Breaking Down Macro Chaos | The New Barbarians #011

Please check out our Podcast! We are always interested in feedback so let us know if there are any topics you would like us to cover. Please also...

William Mann

Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?

Happy Monday, and welcome to our editorial on everything macro! This is the place where we challenge the consensus narrative to uncover the best...

Steno Research

From Gene Hackman to Bitcoin: Signals, Sell-Offs, and Discipline | The New Barbarians #010

The New Barbarians podcast episode 10 on March 3, 2025 pays tribute to Gene Hackman, discusses investors compared to Jimmy Chitwood, analyzes...

William Mann

Overview #17 – Buckle Up, We’re Not in Kansas Anymore!

A review of recent events/data impacting our investment themes and outlook. We examine some implications of a peaking in the AI narrative-driven...

Rikki Malik

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