FX Watch – Exploring FX Fundamentals
We’ll take a trip back to the theory books and use some of the good old correlations and fundamental value metrics to give some insights on the...
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CX Daily: The Opportunities and Roadblocks Facing China’s AI Models
AI / In Depth: The opportunities and roadblocks facing China’s AI models Since Beijing lifted the floodgates for Chinese firms to launch their...
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The Weekly Market Monitor – Reality Check!
When something is 'priced for perfection,' disappointment is inevitable. Just ask Google. By the way, a spot Bitcoin ETF is inevitable, too. This...
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EM by EM #27 Not a Bazooka, but a Pumpgun
The Chinese stimulus package is too small and the composition underlines the domestic issues in China. If Chinese consumers remain conservative,...
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Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
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