HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Episode number eight of the Barbarians podcast on Valentine's Day, February 14, 2025, featuring guest Kevin Jang, CIO of Virgo Digital Asset Management</li><li>Kevin's background includes experience in trading fixed income markets and digital assets, providing valuable insights on correlations between traditional macroeconomics and digital assets</li><li>Discussion on recent market events such as blowout jobs numbers and higher than expected CPI, signaling a potential turning point in the markets and a shift in investor sentiment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode number eight of the Barbarians podcast on Valentine's Day, February 14, 2025, featuring guest Kevin Jang, CIO of Virgo Digital Asset ManagementKevin's background includes experience in trading fixed income markets and digital assets, providing valuable insights on correlations between traditional macroeconomics and digital assetsDiscussion on recent market events such as blowout jobs numbers and higher than expected CPI, signaling a potential turning point in the markets and a shift in investor sentimentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Kevin Jiang - The Biggest Trade of Our Lifetime & The Next Financial Shift | The New Barbarians #008

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

Macroeconomics

<ul><li>Eurodollar trading up towards highest level since late January, European equities surging</li><li>Ongoing threat of US tariffs and sticky inflation data partially offsetting positivity</li><li>Discussion with economists on implications of potential peace deal, tariffs, and upcoming UK data in Europe and UK.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eurodollar trading up towards highest level since late January, European equities surgingOngoing threat of US tariffs and sticky inflation data partially offsetting positivityDiscussion with economists on implications of potential peace deal, tariffs, and upcoming UK data in Europe and UK.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Welcome to our weekly editorial on everything macro, where we cut through the noise and deliver contrarian takes on macroeconomics, liquidity, tradeable themes, and everything in between.</li><li>Reciprocal tariffs is a concept you’ll need to familiarize yourself with.</li><li>Despite Trump’s press conference last week being a confusing mess, lacking clarity on geographies, products, and specific tariff/VAT rates targeted in this tit-for-tat approach, the aim seems crystal clear: Trump wants a global response, and it could very well lead to globally lower tariffs and VAT rates.</li></ul>

Welcome to our weekly editorial on everything macro, where we cut through the noise and deliver contrarian takes on macroeconomics, liquidity, tradeable themes, and everything in between.Reciprocal tariffs is a concept you’ll need to familiarize yourself with.Despite Trump’s press conference last week being a confusing mess, lacking clarity on geographies, products, and specific tariff/VAT rates targeted in this tit-for-tat approach, the aim seems crystal clear: Trump wants a global response, and it could very well lead to globally lower tariffs and VAT rates.

Steno Signals #185 – Reciprocal Tariffs Are GOOD News! Here Is Why!

<ul>
<li>Welcome to our weekly editorial on everything macro, where we aim to paint a medium-term picture of liquidity, growth, and inflation—and how these factors will impact your allocation.</li>
<li>It seems The Donald has a penchant for late Friday tariff announcements, keeping markets on edge for a second consecutive Monday open.</li>
<li>This pattern is starting to take shape, though we likely need a third occurrence before drawing statistical conclusions.</li>
</ul>


Welcome to our weekly editorial on everything macro, where we aim to paint a medium-term picture of liquidity, growth, and inflation—and how these factors will impact your allocation.
It seems The Donald has a penchant for late Friday tariff announcements, keeping markets on edge for a second consecutive Monday open.
This pattern is starting to take shape, though we likely need a third occurrence before drawing statistical conclusions.


Steno Signals #184 – Here is the roadmap for the business cycle in 2025

<ul><li>Colleagues in the US made an important change to their Fed forecasts this year</li><li>Market sentiment may be jittery in February, with focus on global tech stocks and testing US Exceptionalism narrative</li><li>US Employment report at the end of the week is extra important to watch, with expectations for benign data, but potential risks and noise in the report due to factors like wildfires and updates to population estimates for the household survey.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Colleagues in the US made an important change to their Fed forecasts this yearMarket sentiment may be jittery in February, with focus on global tech stocks and testing US Exceptionalism narrativeUS Employment report at the end of the week is extra important to watch, with expectations for benign data, but potential risks and noise in the report due to factors like wildfires and updates to population estimates for the household survey.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

The euro is the official currency of the European Economic & Monetary Union.  The US dollar is the official currency of the United States of America.

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Kevin Jiang - The Biggest Trade of Our Lifetime & The Next Financial Shift | The New Barbarians #008

On the Valentine's Day episode of Barbarians podcast, Kevin Jang, CIO of Virgo Digital Asset Management, discusses digital assets and their...

William Mann

The Week Ahead – Give Peace A Chance?

Eurodollar trading and European equities surging despite threat of US tariffs, President Trump's announcement, central bank decisions previewed,...

Nomura – The Week Ahead

Steno Signals #185 – Reciprocal Tariffs Are GOOD News! Here Is Why!

Welcome to our weekly editorial on everything macro, where we cut through the noise and deliver contrarian takes on macroeconomics, liquidity,...

Steno Research

Steno Signals #184 – Here is the roadmap for the business cycle in 2025

Welcome to our weekly editorial on everything macro, where we aim to paint a medium-term picture of liquidity, growth, and inflation—and how these...

Steno Research

The Week Ahead – Snaky Ways

Colleagues in the US made an important change to Fed forecasts, market sentiment may be jittery in February with questions about tech stocks and US...

Nomura – The Week Ahead

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52-week Range

Market Cap (USDm)

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