Trump Watch: Possible U-Turn on Tariffs?
Our Geopolitical team is wrapping up an analysis on the escalating Ukraine-Russia conflict. In the meantime, here’s a piece we believe markets...
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Crypto Crisp: MicroStrategy Continues Its Buying Spree
It has been a relatively quiet week. Bitcoin has outperformed much of the market, resulting in an increase in its dominance, as highlighted in...
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The Week at a Glance – The largest company about to report – fuel for the Nasdaq bet?
Happy Monday! Welcome to our “Week at a Glance” series, where we highlight the key events and trends to watch for the week ahead. Monday:BOJ Ueda...
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Steno Signals #126 – Where did all the liquidity go?
Happy Sunday, everyone!If you can’t show it in a meme, then it’s not true. That’s my modus operandi in the research business, and I stumbled upon...
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Macro Regime Watch: An In-Depth Look at Regime Trends Across Major Markets
Welcome back to Macro Regime Watch, where we dive into our nowcasting models to analyze Growth, Inflation, and Liquidity trends. Over recent...
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