Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Thematic (Sector/Industry)

<ul>
<li>Russia’s invasion of Ukraine is forcing the US and European administrations to wrestle with the vulnerabilities in their uranium supply chains. </li>
<li>The situation is also re-emphasising the spotlight on the future role of nuclear energy in the power grids. </li>
<li>Uranium prices are up 44% since the invasion began, with the price for nuclear fuel at a decade high.</li>
</ul>


Russia’s invasion of Ukraine is forcing the US and European administrations to wrestle with the vulnerabilities in their uranium supply chains. 
The situation is also re-emphasising the spotlight on the future role of nuclear energy in the power grids. 
Uranium prices are up 44% since the invasion began, with the price for nuclear fuel at a decade high.


Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Cross Asset Strategy

<ul><li>Happy Sunday from Copenhagen and welcome to our flagship editorial.</li><li>The cyclical rotation continues in markets, but interest rates have to a certain extent been out of sync with the business cycle for a while.</li><li>The yield curve inverted during the summer of 2022, but we are yet to see a recession in the US economy, which is a bit out of the ordinary given the typical validity of the yield curve inversion signal.</li></ul>

Happy Sunday from Copenhagen and welcome to our flagship editorial.The cyclical rotation continues in markets, but interest rates have to a certain extent been out of sync with the business cycle for a while.The yield curve inverted during the summer of 2022, but we are yet to see a recession in the US economy, which is a bit out of the ordinary given the typical validity of the yield curve inversion signal.

Steno Signals #89: Major Twist to QE Upcoming?

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

<ul>
<li>Patrick Ceresno will be a panelist in a session on the nuclear renaissance.</li>
<li>The S&amp;P 500 March futures were up 298 basis points at the close on February 7.</li>
<li>The US dollar index was up 52 basis points, trading at 104.5.</li>
</ul>
This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.


Patrick Ceresno will be a panelist in a session on the nuclear renaissance.
The S&amp;P 500 March futures were up 298 basis points at the close on February 7.
The US dollar index was up 52 basis points, trading at 104.5.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

MacroVoices #414 Louis Vincent Gave: Party Like it’s 1999

<ul>
<li>Hello everyone, and welcome back to our weekly positioning overview.</li>
<li>We’ve been working on some new ways to look at positioning data across asset classes, and we’ll share some of the inaugural charts in today’s piece and will extend them, week by week.</li>
<li>Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate cut expectations becoming even more embedded after the hawkish US CPI surprise last Thursday – strange move, and we’ll be surprised if probabilities don’t reverse within the next couple of price data points.</li>
</ul>


Hello everyone, and welcome back to our weekly positioning overview.
We’ve been working on some new ways to look at positioning data across asset classes, and we’ll share some of the inaugural charts in today’s piece and will extend them, week by week.
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate cut expectations becoming even more embedded after the hawkish US CPI surprise last Thursday – strange move, and we’ll be surprised if probabilities don’t reverse within the next couple of price data points.


Positioning Watch – Where to Find Value Currently

Political Analyst | Steno Research, Steno Research

Anne Sandager

Political Analyst | Steno Research

<ul><li>The COP28 in Dubai is coming to a close with COP28-president Sultan al-Jaber presenting the final resolution just this morning.</li><li>Nearly 200 countries voted in favor of the deal which urges states to ‘move away from fossil fuel’ – a first in COP history.</li><li>Stakeholders had been working overtime to finalize an agreement as a dispute over whether the deal should call for the phasing out or phasing down of fossil fuels was threatening to undermine the entirety of the COP28 agreement.</li></ul>

The COP28 in Dubai is coming to a close with COP28-president Sultan al-Jaber presenting the final resolution just this morning.Nearly 200 countries voted in favor of the deal which urges states to ‘move away from fossil fuel’ – a first in COP history.Stakeholders had been working overtime to finalize an agreement as a dispute over whether the deal should call for the phasing out or phasing down of fossil fuels was threatening to undermine the entirety of the COP28 agreement.

COP28 Nuclear Deal – Implications for the Global Clean Energy Race

Uranium (UXA COMDTY)

Uranium: Fuelling Fears

Russia’s invasion of Ukraine is forcing the US and European administrations to wrestle with the vulnerabilities in their uranium supply chains....

David Blennerhassett

Steno Signals #89: Major Twist to QE Upcoming?

Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...

Steno Research

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...

Macro Voices

Positioning Watch – Where to Find Value Currently

Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...

Steno Research

COP28 Nuclear Deal – Implications for the Global Clean Energy Race

The COP28 in Dubai is coming to a close with COP28-president Sultan al-Jaber presenting the final resolution just this morning. Nearly 200...

Steno Research