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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Curator's Cut: Crop Risks Build, Alibaba Funds AI & Deal Heat in Australia
This Curator's Cut issue reviews El Niño's impact on soft commodities, Alibaba's $10.2bn placement and contested deals in Australia. Reach out if...
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Surging Soft Commodities
With a significant decline in West African output in the ongoing 2023/24 season, it is anticipated that the market will experience a substantial...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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