EM Watch: A Chinese tale of two very different realities
Welcome to our weekly EM Watch series, where we focus on the diverging economic trends in China, where local consumption seems to be on the floor,...
306 Views
Positioning Watch – Hedge Funds are leaning into the Europe trade despite election risks
Greetings from Copenhagen!Markets are still busy trying to digest the first rounds of the French Election, with Le Pen’s party looking...
356 Views
Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
1.4k Views
Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden
If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...
1.3k Views
Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
1.6k Views