EM by EM #9 The EM proxy crime and when to commit it
As a new addition to our editorial, I will now provide a monthly overview of emerging markets, taking a step back from the intricacies and offering a broader perspective. The purpose of this feature is to outline our current positioning within the market cycle and...
The Great Game: Why the EU is shutting down its largest gas field
Has Europe shot itself in the foot? 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...
Steno Signals #53 – 3 reasons why incentives will drive everything
Incentives will matter a lot in coming weeks and months if the Fed has actually paused. Interest rate volatility is likely to come down, which mechanically leads to increased risk appetite. To read the full article, sign up for a 14-day FREE trial of the The Macro...
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