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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October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
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China Watch: This is NOT stimulus. It’s a debt swap!
Welcome to the Weekly China Watch, where we examine the Chinese landscape through the lens of Western investors. A month ago, flows into China...
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