Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?
Morning from a sunny Copenhagen! Many pundits have (rightfully) struggled to find a coherent logic behind the Trump administration’s trade...
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US Dollar is Dead Redux
This note extensively focuses on sentiment as the market is overwhelmed with the Negative Dollar narrative that is mainstream. And it begs the...
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Great Game – Israel and China testing boundaries
Welcome to this week’s Great Game after an eventful week in Geopolitics. This week we cover four topics:Israel-Egypt border stand-offMexican...
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The Massive Economic Impact If China Invades Taiwan
In this podcast episode, the hosts introduce themselves, discuss the recurring risk between China and Taiwan, acknowledge their past incorrect...
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What’s next in the Red Sea and Taiwan?
Welcome to the second Great Game of the year. What an action-packed start to 2024 we’ve had in geopolitics, and the coming weeks are looking no...
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