China Takes It up Another Notch-Property Proposals Change the Game
Unsold property proposals are BIG news for China markets. China is emulating the Fed's strategy of boosting market confidence with positive news...
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Positioning Watch – How are Macro Hedge Funds positioned?
Hello everyone, and welcome back to our weekly Positioning Watch – insights into how market participants are positioned. Markets are waiting...
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Great Game – Why Putin fired Shoigu and Why Biden is going tough on China
Welcome to this week’s geopolitical update, the Great Game. This week we’re covering Putin’s surprise sacking of Defense Minister Shoigu as well...
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5 Things We Watch – Risk assets, US CPI, Liquidity, FTSE/GBP & Asian FX
Hello everyone, and welcome to our weekly ‘5 Things We Watch’, where we boil down 5 of the things we keep an eye out for, in a short and concise...
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Steno Signals #98 – The recession panic is back right as liquidity is returning!
Happy Sunday from a wet Copenhagen!Let me just admit to it upfront. Last week didn’t play out according to my macro thesis. The US cycle suddenly...
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