Steno Signals #74 – Did King USD Just Break?
The sharp move in USDJPY and other USD pairs towards the end of last week has caught our attention and it arrives on the back of Powell letting go...
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Portfolio Watch: Celebration for the right or wrong reasons?
The Fed was ‘navigating by the stars under cloudy skies’, but now markets have implicitly been allowed a go. The provisional result? Rally in...
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EM by EM #30 Pick-up from King Carry?
After a prolonged saga of stimulus negotiations and the expenditure of countless man-hours in preparation, it is evident that the Chinese stimulus...
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Steno Signals #73 – An Abysmal Impulse for 2024
The credit impulse for 2024 looks abysmal; Rates volatility is likely going to rise sharply again; Equities still look (too) expensive on most...
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Portfolio Watch: Staying Afloat in a Storm of Uncertainty
Hello everyone, and welcome back to our weekly Portfolio Watch, where we dive into the latest market trends and candidly assess our portfolioAll...
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