EM by EM #13 – A sweetspot for Brazilian Equities?
We have been bullish on Brazil for months and got the market and timing right. But what about Brazilian stocks? Could they prove to be a buy here? To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan....
The Great Game – Kerch Bridge on fire!
Kerch Bridge is on fire again – are the Russian defences terrified? We take a closer look on what this means for the broader war To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a...
Steno Signals #57 – What on earth is going on with the USD?
The USD has weakened materially over the past weeks, which could be an early harbinger of an improving growth cycle. If cyclical growth is indeed rebounding, right about everyone will be wrongfooted. Here is how we position for it.. To read the full article, sign up...
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