Great Game – Israel and China testing boundaries
Welcome to this week’s Great Game after an eventful week in Geopolitics. This week we cover four topics:Israel-Egypt border stand-offMexican...
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Steno Signals #101 – Introducing the Washington DC Crypto Put!
It’s been a break-through week for Crypto bros in many ways. First, the SEC made a massive u-turn and approved the spot ETH ETF and then Donald...
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Inflation Moderation?
Key economic data releases from China, the US, and Europe are closely monitored for signals on inflation and growth, while the Fed is expected to...
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EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy?
Copper markets have been on a tear in recent months and our assessment is that the positive sentiment started when Chinese copper stock data...
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Steno Signals #100 – China’s MAJOR power grab on Copper supply chains
Happy Sunday from sunny Greece and welcome to a very special jubilee edition of Steno Signals. Let me start by dwelling on the fact that Macro...
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