Steno Signals #194 — The March 2020 Parallel Intensifies
Happy Monday from a sunny Copenhagen! We have been banging the drum on the similarities between the tariffs-cycle and the Covid-cycle over the...
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Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?
Happy Monday and welcome to my weekly editorial on everything macro. Everyone’s talking about the USD meltdown and whether it marks a seismic...
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Nikkei Index Options Weekly (Apr 14 – 18): Vol Unwinds, Nikkei Rebounds and USD Cracks
Nikkei rebounds, volatility eases as USD/JPY softens, raising questions about demand for USD assets. Option volumes drop with no clear directional...
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Overview #23 Gold, Bonds and the USD
A review of recent events/data impacting our investment themes and outlook. We look at recent investor sentiment towards gold, the USD, bonds and...
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Steno Signals #193 – The USD Reset Is Underway
Morning from Copenhagen!It’s been a remarkable week—and weekend—in policy space. On Friday, the White House released a list of exemptions from the...
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