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Something for your Espresso – Tariff talks have given birth to Gung Ho dynamics
2025-02-11Right as we thought tariff talks were bad for growth and slightly inflationary in the short-term risk assets and global equities are celebrating like we were in a Gung Ho ...Week at a Glance – Have we seen the top in bond yields despite the tariff chatter?
2025-02-10While the tariff headline continues, underlying developments in macro suggest that the disinflationary environment continues in the US economy – bond yields will come down this week! To read the full ...Steno Signals #184 – Here is the roadmap for the business cycle in 2025
2025-02-09Reciprocal tariffs will put markets on the back foot right from the start of the week, leaving certain EMs highly vulnerable, while Europe remains well-positioned. Setting the noise aside, the ...Here is what we told Hedge Funds this week – and how we’re trading it!
2025-02-07Each 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, ...Something for your Espresso – All charts you need to look at before NFP
2025-02-07With NFP coming up later today, we have compiled the best charts and observations to look at ahead of the report. To read the full article, sign up for a 14-day ...Something for your Espresso – Trump, Bessent and Powell are working in unison to bring down bond yields
2025-02-06It’s pretty clear now that Trump, Bessent and Powell are working in unison to bring down long-end bond yields, which is the clear trend now in Fixed Income as global ...

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