HarmoniQ Insights

William Mann

Independent Insight Provider

At HarmoniQ Insights, we empower investors to enhance their investment strategies by integrating cutting-edge quantitative research processes and technologies. Our solutions provide access to leading quantitative data providers and services, tailored to align with each client’s unique goals. By bridging the gap between traditional investment approaches and advanced data-driven methods, we help clients gain a competitive edge through innovation in both process and technology.

Cross Asset Strategy

<ul><li>Episode nine of the Barbarians podcast covers updates on Trump's presidency and economic investing outlooks</li><li>Discussion on the impact of demographics on GDP growth and the innovation in sports like hockey</li><li>Analysis of returns in relation to policy changes and the rise in gold prices, with a reference to a scene from Animal House for perspective.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode nine of the Barbarians podcast covers updates on Trump's presidency and economic investing outlooksDiscussion on the impact of demographics on GDP growth and the innovation in sports like hockeyAnalysis of returns in relation to policy changes and the rise in gold prices, with a reference to a scene from Animal House for perspective.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Markets, Debt, and Gold: A Month Into Trump’s Presidency | The New Barbarians #009

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.

Macroeconomics

<ul><li>I wanted to get the German election results before releasing my weekly editorial, and as far as I can judge, we are talking about a middle-of-the-road outcome, which should be seen as a net positive for European assets for now.</li><li>CDU (Conservatives) and SPD (Social Democrats) will be able to form a GroKo (Grand Coalition) with 328 mandates, which is a coalition that could likely find some common ground around spending more and removing the debt brake, at least temporarily.</li><li>A permanent removal of the debt brake will require the backing of an additional party.</li></ul>

I wanted to get the German election results before releasing my weekly editorial, and as far as I can judge, we are talking about a middle-of-the-road outcome, which should be seen as a net positive for European assets for now.CDU (Conservatives) and SPD (Social Democrats) will be able to form a GroKo (Grand Coalition) with 328 mandates, which is a coalition that could likely find some common ground around spending more and removing the debt brake, at least temporarily.A permanent removal of the debt brake will require the backing of an additional party.

Steno Signals #186 – The year of the weak USD is upon us

<ul><li>Episode number eight of the Barbarians podcast on Valentine's Day, February 14, 2025, featuring guest Kevin Jang, CIO of Virgo Digital Asset Management</li><li>Kevin's background includes experience in trading fixed income markets and digital assets, providing valuable insights on correlations between traditional macroeconomics and digital assets</li><li>Discussion on recent market events such as blowout jobs numbers and higher than expected CPI, signaling a potential turning point in the markets and a shift in investor sentiment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode number eight of the Barbarians podcast on Valentine's Day, February 14, 2025, featuring guest Kevin Jang, CIO of Virgo Digital Asset ManagementKevin's background includes experience in trading fixed income markets and digital assets, providing valuable insights on correlations between traditional macroeconomics and digital assetsDiscussion on recent market events such as blowout jobs numbers and higher than expected CPI, signaling a potential turning point in the markets and a shift in investor sentimentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Kevin Jiang - The Biggest Trade of Our Lifetime & The Next Financial Shift | The New Barbarians #008

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

<ul><li>Eurodollar trading up towards highest level since late January, European equities surging</li><li>Ongoing threat of US tariffs and sticky inflation data partially offsetting positivity</li><li>Discussion with economists on implications of potential peace deal, tariffs, and upcoming UK data in Europe and UK.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Eurodollar trading up towards highest level since late January, European equities surgingOngoing threat of US tariffs and sticky inflation data partially offsetting positivityDiscussion with economists on implications of potential peace deal, tariffs, and upcoming UK data in Europe and UK.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Welcome to our weekly editorial on everything macro, where we cut through the noise and deliver contrarian takes on macroeconomics, liquidity, tradeable themes, and everything in between.</li><li>Reciprocal tariffs is a concept you’ll need to familiarize yourself with.</li><li>Despite Trump’s press conference last week being a confusing mess, lacking clarity on geographies, products, and specific tariff/VAT rates targeted in this tit-for-tat approach, the aim seems crystal clear: Trump wants a global response, and it could very well lead to globally lower tariffs and VAT rates.</li></ul>

Welcome to our weekly editorial on everything macro, where we cut through the noise and deliver contrarian takes on macroeconomics, liquidity, tradeable themes, and everything in between.Reciprocal tariffs is a concept you’ll need to familiarize yourself with.Despite Trump’s press conference last week being a confusing mess, lacking clarity on geographies, products, and specific tariff/VAT rates targeted in this tit-for-tat approach, the aim seems crystal clear: Trump wants a global response, and it could very well lead to globally lower tariffs and VAT rates.

Steno Signals #185 – Reciprocal Tariffs Are GOOD News! Here Is Why!

United States

The US dollar is the official currency of the United States of America.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

USD (USD CURNCY)

Markets, Debt, and Gold: A Month Into Trump’s Presidency | The New Barbarians #009

Episode nine of Barbarians discusses the first 30 days of Trump's presidency, economic investing outlooks, the impact of the aging boomer...

William Mann

Steno Signals #186 – The year of the weak USD is upon us

I wanted to get the German election results before releasing my weekly editorial, and as far as I can judge, we are talking about a...

Steno Research

Kevin Jiang - The Biggest Trade of Our Lifetime & The Next Financial Shift | The New Barbarians #008

On the Valentine's Day episode of Barbarians podcast, Kevin Jang, CIO of Virgo Digital Asset Management, discusses digital assets and their...

William Mann

The Week Ahead – Give Peace A Chance?

Eurodollar trading and European equities surging despite threat of US tariffs, President Trump's announcement, central bank decisions previewed,...

Nomura – The Week Ahead

Steno Signals #185 – Reciprocal Tariffs Are GOOD News! Here Is Why!

Welcome to our weekly editorial on everything macro, where we cut through the noise and deliver contrarian takes on macroeconomics, liquidity,...

Steno Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)