Hershey’s Warns About Cocoa Inflation // Latest CTA-Flow Forecast
Particularly we would like to highlight the expected bullish flows in cotton and bearish flows in the flesh markets, which align with some of our...
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Global Commodities: What’s Next for Metals After a Trump Election Victory?
Summary: Gold saw fluctuations leading up to and post-election, while base metals faced volatility due to tariffs and Chinese stimulus concerns,...
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Election Watch: 4 Things to look out for on Tuesday
Everybody and their mothers are waiting for the election now. It’s driving investment decisions, markets, rates etc. – so let’s dig a little...
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Steno Signals #124 – Something is WRONG in bond markets
The focus on the US election is currently masking another, and potentially much more important, story: the meltdown in sovereign bond markets. A...
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Macro Portfolio Update #1 – The Steno Research Macro Portfolio Is Live!
We are thrilled to announce that our macro trading portfolio is now live on the website, giving you access to our approach to allocation. The full...
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