Steno Signals #180 – Some men just want to see the world burn (but not Trump)
Happy Sunday, and welcome to my weekly editorial on all things Macro after a tumultuous week!I must admit, I’ve been surprised by the resilience...
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The Drill: It’s an Omnishambles in the Tariff Talks
Trades: Short DXY, Long Palladium, Long Copper / Short Iron Ore. Yesterday was a crazy day in FX and commodities as seen in chart 1
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Food Prices Went Up Again in 2024 // Neutral Sentiment in Oil & Gas Industry
The index stood 8.0 points (6.7%) above its corresponding level one year ago, yet remained 33.2 points (20.7%) below the peak reached in March 2022.
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Steno Signals #179: A handful of trades for 2025
Happy Sunday, and welcome to our weekly editorial on all things macro markets. In full transparency, we’ve been a few weeks early on our bet for...
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Investors Are Max Long Stocks & Bearish Commodities
While the sentiment around the “long US equities trade” seems to be extended and due for a correction, the bearish positioning in commodities and...
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