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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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Macroeconomics
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29 Feb 2024 09:48
5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom
Hi everybody and welcome to this week’s 5 Things We Watch. This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this...
Steno Research
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163 Views
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bullish
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Cross Asset Strategy
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28 Feb 2024 20:42
A Real-Time Estimate of Gold's Market Cap and Bitcoin's Potential Value
My real-time estimate of gold's market capitalization is USD 15+ trillion, leaving a Bitcoin price target of USD 140-170K.
Jeroen Blokland
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181 Views
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bullish
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Macroeconomics
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27 Feb 2024 09:12
Macro Nugget: MAJOR tradeable gap opening between Germany and the US
We have been banging the drum on a potential sharp gap opening between inflation trends in the US and in Germany (or the Euro zone). The market...
Steno Research
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207 Views
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bullish
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Macroeconomics
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26 Feb 2024 10:19
Steno Signals #88: Anyone left willing to bet on rate cuts in H1?
It seems like no one is willing to add bets on rate cuts in H1 after even the doves from the ECB and the Fed have been hard to convince of spring...
Steno Research
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244 Views
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bullish
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Trip.com Group
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24 Feb 2024 01:53
Hong Kong/China Finally Bottoming?; Bullish Outlook Intact; DXY Rolling Over; Buys in Discretionary
Hong Kong/China Finally Bottoming?; Bullish Overall Outlook Intact; $DXY Rolling Over; Actionable Themes: Hong Kong/China, Consumer Discretionary,...
Vermilion Research
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487 Views
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