Overview #21 India, Gold and the Slow Death of AI
A review of recent events/data impacting our investment themes and outlook. Revisiting India, our top 2 allocations and the ongoing US bear market
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[ETP 2025/13] WTI Climbs on Trade Disruptions, Moderate Weather Forecasts Cap Henry Hub
US oil inventories fell more than expected, while natural gas inventories rose in line with expectations. Shell to increase shareholder...
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Market Movers: Key Dates at a Glance (31 March- 6 April)
RBA expected to keep rates steady, Nikkei 225 rebalancing in Japan, India shifting its option expiration day, Exchange Holidays in India and...
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Steno Signals #190 – Is Europe and China still the havens in macro? Not so fast..
Greetings from Copenhagen, and welcome back to our weekly editorial on everything macro and markets. The tariff headlines are back in a more...
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Nikkei Index Options Weekly (Mar 17 – 21): Muted Reaction to BOJ as Volatility Declines
Weekly recap: Implied volatility drops as Bank of Japan holds rates steady, with little impact across markets and lower overall option volumes.
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