What are the consequences of the plan laid out by Trump yesterday? The U.S. dollar appears increasingly vulnerable, while global bond yields are likely to continue their downward trajectory in the near term.
Something for your Espresso: Your complete Liberation Day guide!
The tide may be about to turn on several recent trends as we head into Liberation Day. Here are the four major developments we’re watching closely over the next 24 hours:
To read the full article, sign up for a 14-day FREE trial of the Professional plan.
Already a member? Login here
Steno Signals #191: Meowing at Robots Ahead of Liberation Day!
While Trump is barking, Vitalik is meowing, and markets remain skeptical of US assets versus the rest of the world. But Liberation Day may turn the tide on many of Q1’s dominant trends. Here’s why!
To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan.
Already a member? Login here
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 Connoisseur, Professional or Crypto plan.
Already a member? Login here
