Steno Signals #71 – A First Taste of the Recession Sell-Off?
The biggest question to ask right now is whether the pandemic altered the geopolitical and- financial playing field to an extent that will allow...
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Portfolio Watch: Equities Running Out of Gas?
Front month Nat Gas has been on the move in the US despite relatively weak flow data, which is a strong harbinger of an improving underlying demand...
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Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
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Steno Signals #67 – 150bps Higher 10yr Yields and Parity up Next in EURUSD?
There are good reasons to chant “Europe, Europe, Europe” on the golf course, but not in financial markets as Europe is once again tested by...
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Malaysia: State Elections Bolster Anwar Near-Term; Long-Term PAS Shadow Grows
Anwar's govt retains stability after PH victories in Penang & Selangor, plurality in NS. But PAS landslides in 3 states, & gains in all 6, suggest...
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