Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now
As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while...
229 Views
Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail Sales
U.S. inflation fell below 3% for the first time in over three years. Despite mixed signals from the manufacturing sector, retail sales showed...
312 Views
EM Watch: The Chinese race towards 0% interest rates
Welcome to our Weekly EM Watch, where we look at China and other large EM countries through the lens of Western macro investors. Over the past...
480 Views
Positioning Watch – Positioning Squaring in JPY is Complete
Hello everyone, and welcome back to our weekly positioning update. This week likely marks the end of the positioning squaring phase, as multiple...
1.1k Views
What we learnt at Diggers 2024
Markets, especially metals markets, have been volatile with gold reaching all-time highs while other commodities like lithium, copper, and oil...
172 Views