Steno Signals #198 – A 20–25% Weaker USD May Solve All Trump’s Problems
Morning from Europe. Trump’s classical stop-and-go approach to negotiations is starting to get baked into markets, but we’re still surprised by...
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CX Daily: Chinese Exporters Move Quickly After Tariff Rollback, but Remain Cautious
TOP STORIES China-U. S. / Chinese exporters move quickly after tariff rollback, but remain cautious Chinese exporters are cautiously resuming...
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AQR DNA in a Digital World: Systematic Edge with Connor Farley - The New Barbarians Episode #019
In episode 19 of New Barbarians podcast, markets are trading sideways in May after a good April, with hedge fund returns generally good and quant...
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Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?
Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade...
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Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?
Happy Monday and welcome to my weekly editorial on everything macro. Everyone’s talking about the USD meltdown and whether it marks a seismic...
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