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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Global Rates: European rates market update
Recent market trends suggest a possible shift in macro fundamentals, with increased rates, reduced market liquidity, and fiscal policy uncertainty...
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Steno Signals #175 – 4 asymmetrical cases for Santa Powell
Happy Sunday, everyone, and welcome to my weekly editorial on everything tradable in macro! I was confident heading into last week that the U.S....
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Positioning Watch – The US Exceptionalism Story Is Back in Play!
Main point:The current positioning picture is becoming increasingly uniform across asset classes: higher US growth, higher USD rates versus...
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The Week at a Glance: Rates might stay higher for a bit longer (in the US)
Happy Monday!Over the weekend, tensions in the Middle East eased after an Israeli strike that notably avoided Iran’s crude infrastructure. This...
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