Inauguration, The Trump Trade & Building Smarter Portfolios with LLMs | The New Barbarians #004
Mark Connors, Christopher Rose, and Bill discuss market sell-offs, portfolio design, stablecoins, Bitcoin concentration, AI research tools, and...
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Rebuilding The US Physical Economy
The US infrastructure is in need of billions of dollars in investments to bring it up to speed, highlighted by the $1.1 trillion Infrastructure...
1.1k Views
Global Rates - 2025 Global government issuance outlook
Global Macro Research is predicting government trends and fiscal focus, with euro area and UK budget deficits widening and US Treasury Department...
289 Views
Steno Signals #181: Welcome to the golden age for risk taking (and scams)
Happy Sunday, and welcome to my weekly editorial on everything macro and markets. It’s been an incredibly eventful weekend in Trump-land, and...
733 Views
The Drill: What if Trump is not bluffing ahead of next week?
Before we begin, let’s discuss the Trump tariffs, as he increasingly sounds serious about them. His recent message on Truth Social suggests he is...
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