Steno Signals #86 – Trading the Relative Fed and ECB Balance Sheet Development
Welcome to our flagship editorial! I am sitting here on a Saturday evening (by the time of writing) waiting for the opportunity to...
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Portfolio Watch: NVDA or Bust?
Hello everyone and welcome back to yet another assessment of our macro book- and as per usual accompanied by our current macro outlook!We knock on...
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MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999
The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...
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Macro Regime Indicator: Time to Embrace a New Economic Dawn?
The recent performance of the US economy prompts a reassessment of long-held market sentiments. As we witness an intersection of sturdy growth,...
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Steno Signals #85 – NFP Report Full of FAKE News?
A week of bizarre front-end volatility has come to an end. From “higher for longer” to banking crisis 2.0 to inflation crisis 2.0 in a matter of...
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