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Steno Signals #181: Welcome to the golden age for risk taking (and scams)

Steno Signals #181: Welcome to the golden age for risk taking (and scams)

What a weekend in Trump-land, set against a macroeconomic environment that, as far as I can tell, looks more like 2021 than 2017. If we cut through all the noise, it seems we’re still early in the business cycle—and things are accelerating once again.

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Something for your Espresso: Melt UP!

Something for your Espresso: Melt UP!

The ongoing AI wave has been spiced up with signs of procyclical data releases and improving fundamentals in Manufacturing and global trade. Where does it leave us globally?

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