Steno Signals #195 – 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 administration’s trade...
630 Views
Great Game – Israel and China testing boundaries
Welcome to this week’s Great Game after an eventful week in Geopolitics. This week we cover four topics:Israel-Egypt border stand-offMexican...
394 Views
The Massive Economic Impact If China Invades Taiwan
In this podcast episode, the hosts introduce themselves, discuss the recurring risk between China and Taiwan, acknowledge their past incorrect...
555 Views
What’s next in the Red Sea and Taiwan?
Welcome to the second Great Game of the year. What an action-packed start to 2024 we’ve had in geopolitics, and the coming weeks are looking no...
542 Views
EM BY EM #16 Counting coppers and rating cuts
As we engage a pivotal juncture between DM rates approaching peak and China on the verge of descending into deflation, EM Macro is subject to...
508 Views