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...
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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...
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Global FX & Equities: Dollar/ equity linkages and the upcoming tariff announcement
Concerns about the future of US equity exceptionalism and its potential impact on the global market, including discussions on the Deepseq model and...
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Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside
Happy Sunday, everyone, and welcome to our weekly editorial on all things macro. Everyone I’ve spoken to today has asked me, “How would you go...
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The Drill: The commoditization of AI is here
Let’s start with DeepSeek. The trajectory toward singularity may be accelerating faster than previously forecasted. With barriers to entry for AI...
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