Cross-Asset Rotations: China, Asia FX, Commodities, and More
We scanned a wide universe to establish core and emerging trend positions in US, Chinese, and Japanese equities, commodities, and more.
84 Views
CX Daily: Energy Shockwaves From U.S.-Iran War Hit Global Economy
TOP STORIES Cover Story: Energy Shockwaves From U. S. -Iran War Hit Global Economy Raffy, who works in Manila, usually drives the three-hour...
133 Views
Steno Signals #195 â Wait, what? Did China just start buying Treasuries again?
Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administrationâs trade...
630 Views
Inflation Moderation?
Key economic data releases from China, the US, and Europe are closely monitored for signals on inflation and growth, while the Fed is expected to...
423 Views
Steno Signals #97 â 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
1.2k Views