CX Daily: Trump’s Tariff-by-Tweet Tactics Are Pushing Global Trade Into Perpetual Uncertainty
Trump’s tariff-by-tweet tactics are pushing global trade into perpetual uncertainty. President Donald Trump’s trade policy has entered a new...
250 Views
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...
537 Views
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...
268 Views
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...
521 Views
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...
630 Views