The Week At Glance: A look at US Cycle indicators. You sure consensus is right?
Welcome to the “Week at a Glance,” where we examine the key releases and themes for the week ahead through the lens of macro trading. China has...
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Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?
I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.
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Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
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Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
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Long Volatility & Gold, Caution on Equities, and Short Dollar & Oil Under Trump 2.0
Former President Donald Trump was shot at a rally. Initial assessment suggests that shooting will boost Trump’s chances of winning the...
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