Steno Signals #69 – The recession playbook
Happy Sunday everyone and welcome to our flagship editorial!I will keep it short and sweet this week on my way to Mallorca! We have now formalized...
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Portfolio Watch: The Art of Resisting Panic
The world has seen significant changes since the last release of Portfolio Watch, marked by the tragic events in the Middle East.
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5 Things We Watch: Recession, Gasoline, Temperatures, Geopolitics and Portfolio
This week we are watching out for the following 5 topics within global macro: Recession, Gasoline, Temperatures, Geopolitics, Portfolio.
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The Energy Cable #41: There is something rotten in the state of EIA
Welcome to this week’s energy cable. In this edition, we will delve into last week’s EIA report and provide insights into the natural gas...
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Steno Signals #68: There is NOT enough buyers for bonds amidst all this
A deal between the US/Israel and Saudi Arabia seems off the table after this weekend. Oil markets are physically tight still, but there are some...
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