Great Game – 3 Key Predictions for the Ukraine War in 2024
Will Ukraine hold presidential elections next year and what about that Zaluzhny interview? The Ukrainian summer offensive has been an almost...
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Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
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China's Slow-Burning Financial Crisis Worsens Amid Persistent Overcapacity
With trust companies defaulting, & Country Garden narrowly averting default, China's slow-burning financial crisis is speeding up. Overcapacity...
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Portfolio Watch: Catching a Chinese Cold?
This week we have witnessed considerable turmoil in the markets, and it would be an exaggeration to claim that we’ve emerged from it unscathed.
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Steno Signals #61 – The End of China as We Know It?
Everyone seems to have been occupied with Chinese doom-mongering over the past week as the malaise in the Real Estate sector is now out in the open...
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