The Drill – Oil down and precious metals UP.. The short USD trade in Geopolitics
Welcome to this week’s The Drill, which I will be authoring by myself moving forward. This means a continued focus on commodities and energy, but...
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Global Rates - 2025 Global government issuance outlook
Global Macro Research is predicting government trends and fiscal focus, with euro area and UK budget deficits widening and US Treasury Department...
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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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