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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What’s the Best-Performing Major Asset Class This Year? Hint-Its Yellow and Shiny!
​Gold is reaching new highs without much attention, traditional drivers like low real rates and a weak dollar have not impacted yet. What does this...
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BRIDS Market Pulse: Chart of the Week – Copper Vs DXY
Market: JCI closed the week at -0.8% wow, faring better than ASEAN EM markets, which experienced a notable underperformance on the back of concerns...
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MacroVoices #465 Rory Johnston: Oil Markets Under Trump 2.0
Patrick Ceresna emphasizes the importance of heavy blend stock for refining U.S. shale oil as the S&P 500, US dollar index, and various commodity...
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Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside
Happy Sunday, everyone, and welcome to our weekly editorial on all things macro. Everyone I’ve spoken to today has asked me, “How would you go...
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