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Macro Nugget: Trillions of USDs waiting to be unleashed

Money growth has improved lately in the US, while there are trillions parked on the time deposit / MMF side-lines. If the Fed cuts rates into the current rally, we may see another 2021/2022 melt-up. To read the full article, sign up for a 14-day FREE trial of the...

EM Cycle Watch: South Korea a good buy?

Amidst some EARLY resurgence in China and signs of cyclical rebound, South Korea looks increasingly compelling. Could this convergence of factors signal a strategic entry point into South Korea’s manufacturing and AI-focused market? To read the full article,...

5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom

This week “5 Things We Watch” dives into the divergence between US and Europe inflation, OPEC continuing its cutting cycle, focus on shipping distortions in energy and Bitcoin boom. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or...

Macro Nugget: Diverging US and Europe inflation outlook

One of our high conviction macro bets for this year is the major divergence between US and Euro inflation To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login here

Great Game – Not another shutdown…

Congress fighting to avert a shutdown – is it really time for that again? To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login here

Steno Signals #88: Anyone left willing to bet on rate cuts in H1?

Fed and ECB doves have ultimately killed the last market hopes of rate cuts during the spring from the big three central banks. What does it take to bring back the receiver case and the hopes of April/May cutting action? To read the full article, sign up for a 14-day...

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