Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
What We Told Hedge Funds This Week: What If Jay Powell Gets the Axe?
April 18, 2025, 5:06 p.m.
New Macro Data Product - Questionnaire
April 16, 2025, 9:16 a.m.
Steno Signals #193 - The USD reset is underway
April 14, 2025, 8:27 a.m.
Steno Signals #192 - A March 2020 style reset. Is this a liquidity event?
April 6, 2025, 3:48 p.m.
Steno Signals #191: Meowing at Robots Ahead of Liberation Day!
March 31, 2025, 8:12 a.m.
Steno Signals #190 - Is Europe and China still the havens in macro? Not so fast..
March 24, 2025, 3:21 p.m.
Steno Signals #189 – The Perception vs. Reality of Inflation: A Growing Divide
March 17, 2025, 10:37 a.m.
Steno Signals #188 – The Inflation Cry Wolf or a Big Wave in the Making!?
March 10, 2025, 9:46 a.m.
Steno Signals #187 - Remember August & September 2024? Tariffs are to blame
March 2, 2025, 9:20 p.m.
Steno Signals #186 - The year of the weak USD is upon us
Feb. 24, 2025, 9:09 a.m.
Steno Signals #185 - Reciprocal tariffs are GOOD news! Here is why!
Feb. 16, 2025, 9:02 p.m.
Steno Signals #184 - Here is the roadmap for the business cycle in 2025
Feb. 9, 2025, 8:24 p.m.
Steno Signals #183 – The Pain Trade is a Weaker USD, While China Could Surprise on the Upside
Feb. 2, 2025, 9:06 p.m.
Steno Signals #182 - Cutting Through the Trump Noise: A Massive Uniform Move Is Happening
Jan. 27, 2025, 7:59 a.m.
Steno Signals #181: Welcome to the golden age for risk taking (and scams)
Jan. 19, 2025, 6:20 p.m.
Steno Signals #180 - Some men just want to see the world burn (but not Trump)
Jan. 12, 2025, 9:18 p.m.
Steno Signals #179: A handful of trades for 2025
Jan. 5, 2025, 1 p.m.
Steno Signals #178 - Brace yourselves, liquidity is coming!
Jan. 2, 2025, 11:10 a.m.
Steno Signals #177 - The next liquidity trick arrives in January! Stealth-QE time?
Dec. 22, 2024, 9:21 p.m.
Steno Signals #176 - 3 ideas if 2025 turns out as 2021
Dec. 15, 2024, 8:28 p.m.
Steno Signals #175 - 4 asymmetrical cases for Santa Powell
Dec. 8, 2024, 8:43 p.m.
Steno Signals #128 - I thought Trump and Tariffs were supposed to lead to bond riot?
Dec. 1, 2024, 9:02 p.m.
China Watch: Forget About the BRICS Currency - China Wants to Impact the USD from Within
Nov. 27, 2024, 9:46 p.m.
Steno Signals #127 - We need a bit of bad news for liquidity to improve
Nov. 24, 2024, 8:17 p.m.
Steno Signals #126 - Where did all the liquidity go?
Nov. 17, 2024, 8:26 p.m.