Steno Signals #182 – Cutting Through the Trump Noise: A Massive Uniform Move Is Happening
Happy Sunday, and welcome to my weekly editorial on everything macro and markets. We are now at the final innings of the inauguration week, and oh...
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Steno Signals #181: Welcome to the golden age for risk taking (and scams)
Happy Sunday, and welcome to my weekly editorial on everything macro and markets. It’s been an incredibly eventful weekend in Trump-land, and...
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China Watch – The Final Piece in the Inflation Puzzle?
Everything in markets seems to revolve around inflation, inflation expectations, and rising bond yields. This makes it the perfect time to revisit...
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Steno Signals #180 – Some men just want to see the world burn (but not Trump)
Happy Sunday, and welcome to my weekly editorial on all things Macro after a tumultuous week!I must admit, I’ve been surprised by the resilience...
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Steno Signals #179: A handful of trades for 2025
Happy Sunday, and welcome to our weekly editorial on all things macro markets. In full transparency, we’ve been a few weeks early on our bet for...
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