Steno Signals #186 – The year of the weak USD is upon us
The tariffs are largely priced in, and there are early signs of a “race to the bottom” as Trump’s reciprocal approach prompts countermeasures. Meanwhile, US macro surprises are weaker than those in Europe. To read the full article, sign up for a 14-day FREE trial of...
The Drill – The Big Tech Showdown
The geopolitical interplay between the US, EU and China is intensifying, and it seems to revolve around Tech for now. What are the next steps from here in the race for AI, and what are the true intentions of the US and China? To read the full article, sign up for a...
Steno Signals #185 – Reciprocal tariffs are GOOD news! Here is why!
I have the contrarian take that reciprocal tariffs will ultimately be good news, and global trade may actually end up flourishing. This would leave the tariff trades running on fumes! To read the full article, sign up for a 14-day FREE trial of the The Macro...
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