EM by EM #12 – Is the surging Peso a prelude for a longer Mexico bull case?
Many have profited from MXN carry in the first half of 2023. But is there more left to squeeze out or is it running on fumes? We give our take here and assess the structural patterns at play in Mexico in relation to recent performance and the geopolitical climate. To...
The Great Game – Erdogan’s historic flip-flop
3 main takeaways from the historic summit in Lithuania 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 #56 – The business cycle that everyone misunderstood! Here is why..
Positioning and price patterns reveal that the pain trade is higher rates- and higher equities, while the recession is slowly but surely being called off by the consensus. Here are four reasons why everyone misunderstood the recession risk and why it is still...
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