Steno Signals #179: A handful of trades for 2025
Happy Sunday, and welcome to our weekly editorial on all things macro markets. In full transparency, we’ve been a few weeks early on our bet for...
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Steno Signals #178 – Brace yourselves, liquidity is coming!
Happy New Year, friends, and welcome back to the Steno Signals editorials! My apologies for the silence over the past few days—I celebrated New...
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2025 Regime Update: How Does the Opening Scene of 2025 Look?
Hello everyone—we hope you enjoyed the holiday season and had a wonderful Christmas. The festive season has been relatively quiet macro-wise, with...
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Steno Signals #177 – Another ill-timed flip-flop from Jay Powell?
Happy Sunday from me! This will be the last update before the festive season, and I hope you will have a relaxed and enjoyable time with your...
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Positioning Watch – Everything you need to know about Fixed Income positioning before we enter 2025
Hello everyone, and welcome back to our weekly positioning update – this week with a strong focus on the moves we are seeing in Fixed Income and...
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