Steno Signals – “Russia’s Pearl Harbor” Is USD-Negative

Steno Signals #198 – A 20–25% Weaker USD May Solve All Trump’s Problems

Steno Signals #197 – The Mood(y)’s is bad in the Fiat

Steno Signals #196 - What’s next for inflation given the US/China pause?

Steno Signals #195 – Wait, what? Did China just start buying Treasuries again?

Steno Signals #194 — The March 2020 Parallel Intensifies

[COPY] Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?

Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?

What We Told Hedge Funds This Week: What If Jay Powell Gets the Axe?

New Macro Data Product - Questionnaire

Steno Signals #193 - The USD reset is underway

Steno Signals #192 - A March 2020 style reset. Is this a liquidity event?

Steno Signals #191: Meowing at Robots Ahead of Liberation Day!

Steno Signals #190 - Is Europe and China still the havens in macro? Not so fast..

Steno Signals #189 – The Perception vs. Reality of Inflation: A Growing Divide

Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?

Steno Signals #187 - Remember August & September 2024? Tariffs are to blame

Steno Signals #186 - The year of the weak USD is upon us

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

Steno Signals #184 - Here is the roadmap for the business cycle in 2025

Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside

Steno Signals #182 - Cutting Through the Trump Noise: A Massive Uniform Move Is Happening

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

Steno Signals #180 - Some men just want to see the world burn (but not Trump)

Steno Signals #179: A handful of trades for 2025