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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US Treasury Watch: An opportunity of a decade or still the pain trade?
Some much-needed bids provided relief to the bedrock treasury market last week, and yields eased off a bit. The relief was short-lived though, and...
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The Weekly Market Monitor – Where’s the Plunge Protection Team?
China's National Team seems absent as Chinese stocks tumble, geopolitics take center stage, but still, Sentiment is not depressed enough.
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