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Andreas Steno Larsen
Here is what we told Hedge Funds this week – and how we’re trading it!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

Week at a Glance – Have we seen the top in bond yields despite the tariff chatter?

Week at a Glance – A final leg up in growth before tariffs ruin the party?

The first tariffs are now in place, hitting Mexico and Canada with 25% and China with 10%. Markets initially reacted negatively, but equities have since rebounded from the European open. Key economic data this week will reveal whether growth remains strong or tariffs will derail momentum.

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

Here is what we told Hedge Funds this week – and how we’re trading it!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

Here is what we told Hedge Funds this week – and how we’re trading it!

Here is what we told Hedge Funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

Something for your Espresso – Europe is slowly but surely turning into the best bet on earth

Something for your Espresso – Trump will allow 2021 to unfold again!

Trump is scaling back on China tariffs, and it seems obvious now that he is working on some sort of tech deal between China and the US, which leaves his policy-mix very loose compared to initial expectations – and he is doing it while the US economy is running hot, making us wonder whether bond yields have not topped yet. 

To read the full article, sign up for a 14-day FREE trial of the Professional plan.

Here is what we told Hedge Funds this week – and how we’re trading it!

Here’s What We Told Hedge Funds This Week – and How We’re Trading It!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

Here is what we told Hedge Funds this week – and how we’re trading it!

Here is what we told hedge funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape—all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.

The Drill – The China Meltdown Is Ruining the Upbeat Trends in Manufacturing

The Drill – The China Meltdown Is Ruining the Upbeat Trends in Manufacturing

While global manufacturing trends are improving slightly beneath the surface, the Chinese economy has taken another turn south after stimulus efforts failed to deliver (again). There are not a lot of positive signs for commodities at the moment.

To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan.

Here is what we told Hedge Funds this week – and how we’re trading it!

Here is what we told hedge funds this week – and how we’re trading it!

Each week, we summarize the key insights we’ve shared with hedge funds, highlight what to watch for, and explain how we’re navigating the macro landscape – all in a simple, concise format. If you want to thrive in markets, this is a must-read!

To read the full article, sign up for a 14-day FREE trial of the Professional or The Macro Connoisseur plan.