Germany on the Brink: Political Chaos, Economic Stagnation, and European Swap Spreads
Another election on the horizon… in Germany? Let’s unpack what’s brewing and driving the move in Bunds. Chancellor Scholz dismissed Finance...
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China/Germany Flash Watch: How will China navigate the Trump victory?
Wow! What a day in the markets with the Trump trade roaring in the FX space, bond space, and equity space. Buying U.S.-based equities in spread...
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Steno Signals #124 – Something is WRONG in bond markets
The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets. A...
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Steno Signals #123 – The market is sniffing out a big liquidity increase
Happy Sunday from Copenhagen. Stocks like MicroStrategy and Tesla are starting to trade as if they have sniffed out an upcoming liquidity...
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Portfolio Watch: Investing Is a Winter Sport – and This Year Is No Different
Happy Friday from Copenhagen!We’re excited to announce the launch of our NEW portfolio tool next week, ahead of the revamp of our research...
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