The Drill: China to the commodity rescue?
Welcome to our weekly editorial on everything Geopolitics and Commodities. Industrial metals (and precious metals) have performed very well this...
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Steno Signals #189 – The Perception Vs. Reality of Inflation: A Growing Divide
Happy Monday from Copenhagen! We have a six-month stopgap funding deal in place in the U.S. until September, but no new debt ceiling...
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The Drill – The gameplan for peace in Ukraine
Hello, and welcome back to our weekly editorial on commodities and geopolitics. Trump is keeping us busy yet again, threatening to impose another...
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Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?
Happy Monday, and welcome to our editorial on everything macro! This is the place where we challenge the consensus narrative to uncover the best...
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The Drill – Geopolitical Tensions Are Easing, Not Escalating
Hello everyone, and welcome back to our weekly editorial on geopolitics, commodities, and macro. While there hasn’t been much news on the...
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