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...
498 Views
The Week at a Glance – The largest company about to report – fuel for the Nasdaq bet?
Happy Monday! Welcome to our “Week at a Glance” series, where we highlight the key events and trends to watch for the week ahead. Monday:BOJ Ueda...
463 Views
Overview #12 - Not Another Trump Trade!Time to Fade?
A review of recent events/data impacting our investment themes and outlook. We look at the some post election trends in China, Japan and Precious...
807 Views
Steno Signals #123 – The market is sniffing out a big liquidity increase
Happy Sunday from Copenhagen. Stocks like MicroStrategy and Tesla are starting to trade as if they have sniffed out an upcoming liquidity...
314 Views
Positioning Watch – USD rates are suddenly under the loop again
Hello everyone, and welcome back to our weekly positioning update. We are on rates and JPY watch this week with bonds selling off across the curve...
388 Views