Commodities Crash after Trump’s Tariff Nightmare
The new 10% tariff baseline is roughly triple the average US tariff rate before Trump reclaimed power in January and the calculation behind each...
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Steno Signals #192 – A March 2020 style reset. Is this a liquidity event?
Happy Sunday from Copenhagen, if I am allowed to say that after a horrendous week in markets. Markets are heading into a tense week as the...
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The Drill: The Commodity Doom-Loop into Liberation Day
President Trump very clearly lost his patience over the weekend and sharpened his rhetoric against Putin sharply (Iran too – more on that...
309 Views
Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013
Due to market volatility, the podcast will be delayed, with stocks rebounding last week and continuing to rise today, especially with the Dow up...
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The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
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