EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
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Taking the Bitcoin Halvings Out of Isolation
Taking an in-depth look at previous Bitcoin halvings by taking them out of isolation by adding economic and market circumstances: Why Spot Bitcoin...
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Steno Signals #65 – The 4 things that worries me the most in global macro right now
I have four major worries around the current macro setup. The long consensus in bond positioning is worrisome paired with rising energy prices
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Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
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A Wonkish Warning From Bonds For 2022
Equity investors are ignoring the warning message from World government bond markets for 2022. A steep front-end and flatter back-end of the term...
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