Steno Signals #177 – Another ill-timed flip-flop from Jay Powell?
Happy Sunday from me! This will be the last update before the festive season, and I hope you will have a relaxed and enjoyable time with your...
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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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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...
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Global FX: Are trade risks already priced into currencies?
The Euro and CNY saw significant movements this week, with the PBOC setting a line in the sand for the CNY, leading to a potential shift in the...
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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...
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