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Steno Signals #185 – Reciprocal tariffs are GOOD news! Here is why!

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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Steno Signals #185 – Reciprocal tariffs are GOOD news! Here is why!

Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?

The trend shift in fixed income is remarkable and sharply contrarian to the post-Trump consensus. We expect more of the same ahead, coupled with a firm decision by the Fed to support liquidity in December. Meanwhile, gold may see a catalyst.

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