Great Game – The 3 Biggest Geopolitical Risks for Markets Right Now
We give you our take on the hottest geopolitical topics of relevance to your portfolio. This week, we cover the 3 biggest geopolitical risks for...
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Agricultural Flows Monitor: May 2025 Issue
Wheat: Futures at $4.90/bushel (lowest since mid-2020), reflecting ample global supply and subdued demand. U.S. production is projected to rise by...
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How We Traded Wheat Short & CTA Positioning Update
How We Traded Wheat Short Wheat prices saw a small revival over the last month. From the rect bottom the forward futures contract recovered almost...
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Steno Signals #185 – Reciprocal Tariffs Are GOOD News! Here Is Why!
Welcome to our weekly editorial on everything macro, where we cut through the noise and deliver contrarian takes on macroeconomics, liquidity,...
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Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
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