The Great Game – Who’s more powerful, Joe Biden or Kim Kardashian?
Welcome to this week’s Great Game! Now, I know that we have been quite critical of the U.S. Administration and Joe Biden in particular. While it’s...
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Steno Signals #64 – The one on ESG-flation, oil and other tangibles
Welcome to our weekly flagship editorial. Remember that you can always follow our portfolio live right here. As per usual, this is where you will...
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Positioning Watch: The USD Wrecking Ball & Oil’s Roaring Rally
In a week where the USD is celebrating its longest rally streak in 9 years with 8 consecutive weeks of outperforming currency peers, it’s...
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Portfolio Watch: Anyone Still in Doubt of the US Superiority?
Avid readers of our research have likely noted how we have mentioned the US macro superiority to the Euro area in right about every single article...
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To Hike or Not Hike? ECB Doves and Hawks to Delicately Balance Between a Rock and Hard Place.
ECB is still fighting inflation. Job isn’t done. ECB leaders very well know that monetary policy transmission takes time. When they meet on 14/Sep,...
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