Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?
Happy Sunday, friends, and welcome to my straight-to-the-point editorial on everything macro!Just as everyone had concluded that Trump and his...
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EQD | Asia December Vol Roadmap - The Big Exhale
​New section introduced to compare implied volatility with average price movement in December, useful for identifying straddle candidates. Implied...
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The Week at a Glance – Bessent’s Agenda, Fed Minutes, Core PCE, and EU HICP in Focus
Happy Monday! This week is relatively quiet on the economic data front, with the main releases being the FOMC meeting minutes from the last...
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Cold Front in the US Dominates Natgas Prices // Chinese Soybean Data and the Fade of Its Economy
As seasonally remain bearish and these temperature anomalies occur often during the winter months, we’ll keep our eye on short opportunities in the...
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Here’s 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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