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 – Markets have NOT been Ready for Growth to Weaken in the US
Happy Thursday, and welcome to our weekly positioning watch, brought to you just before the crucial NFP report tomorrow. From what we see across...
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The Drill: China and Russia Are Intensifying the Commodity Battle?
The OPEC+ meeting is finally taking place after the Kremlin managed to get Zoom working on Windows 7. Early reports from delegates suggest that...
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Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Goldman Thinks Commodities Will Outperform in 2025 Gold will rally to a record next year on central-bank buying and US interest rate cuts,...
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Here is What We Told Hedge Funds This Week—and How We’re Trading It!
Happy Friday!Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
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