Macro Strategy: Finding The Inflection Points
Recent developments seem to ease risks from the Trifecta of Challenges, offering potential improvements in DXY, yields, and liquidity.
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Macro Strategy: How High Can They Go?
The Key Risk events to monitor: the 10yr-UST yield testing the 5% level, the DXY reaching 111.4, and the CNY weakening further to 7.5.
317 Views
The Drill: It’s an Omnishambles in the Tariff Talks
Trades: Short DXY, Long Palladium, Long Copper / Short Iron Ore. Yesterday was a crazy day in FX and commodities as seen in chart 1
353 Views
Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002
The podcast covered the rise of Bitcoin, the importance of the dollar index, predictions for Bitcoin's future, stock picking strategies in a...
159 Views
Steno Signals #178 – Brace yourselves, liquidity is coming!
Happy New Year, friends, and welcome back to the Steno Signals editorials! My apologies for the silence over the past few days—I celebrated New...
819 Views