The Drill: China and Russia Are Intensifying the Commodity Battle?
The OPEC+ meeting is finally taking place after the Kremlin managed to get Zoom working on Windows 7. Early reports from delegates suggest that...
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Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Goldman Thinks Commodities Will Outperform in 2025 Gold will rally to a record next year on central-bank buying and US interest rate cuts,...
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Here is What We Told Hedge Funds This Week—and How We’re Trading It!
Happy Friday!Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
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Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?
Happy Sunday, friends, and welcome to my straight-to-the-point editorial on everything macro!Just as everyone had concluded that Trump and his...
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Cold Front in the US Dominates Natgas Prices // Chinese Soybean Data and the Fade of Its Economy
As seasonally remain bearish and these temperature anomalies occur often during the winter months, we’ll keep our eye on short opportunities in the...
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