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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Steno Signals #192 – A March 2020 style reset. Is this a liquidity event?
Happy Sunday from Copenhagen, if I am allowed to say that after a horrendous week in markets. Markets are heading into a tense week as the...
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Steno Signals #191: Meowing at Robots Ahead of Liberation Day!
A wave of growth-negative news has rolled in since the weekend. Trump is reportedly furious with Putin and is now considering secondary tariffs on...
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Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013
Due to market volatility, the podcast will be delayed, with stocks rebounding last week and continuing to rise today, especially with the Dow up...
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The Drill: Approaching the End of the Tariff and Peace Trades?
Welcome to our weekly editorial on everything geopolitics- and commodities! We are approaching the “Liberation Day” on Apr 2 where we will...
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