Steno Signals #100 – China’s MAJOR power grab on Copper supply chains
Happy Sunday from sunny Greece and welcome to a very special jubilee edition of Steno Signals. Let me start by dwelling on the fact that Macro...
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Business Cycle Watch – What to buy if manufacturing keeps surprising to the upside?
Hello everyone, and welcome to a short and sweet look at the current business cycle, what to expect, and which assets to buy ahead of what could...
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China Watch: No one has noticed that China is exporting INFLATION again..
Welcome to our weekly EM editorial where we shed light on the most important developments in the EM space in the context of the impulses from the...
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US CPI Review – Everything is soft in April
Main Takeaways: Core inflation is still way too hot, but this report speaks well to the crowd hoping for rate cuts. Food and Shelter are the two...
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Out of the Box: Don’t worry about the real rates spread, ECB
Even though manufacturing data and headline HICP year on year in the Euro Area are screaming for easier financial conditions, the ECB seems...
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