It seems very unwise to bet against a continued cyclical acceleration of the economy right now..

This is good news for commodities!

More -> stenoresearch.com/watch-series/e…

Congratulations to the owners of Ether worth over $15 billion, who gambled their assets with a single purpose: to earn an airdrop.

Now that the airdrop has arrived, I hope you will learn about the risks associated with EigenLayer. It is not worth risking your Ether for a mere 2%…

The Repo usage (to obtain USDs) is through the roof in China, and yet you tell me that there are no imminent FX risks?

More -> stenoresearch.com/steno-signals-…

The Repo usage (to obtain USDs) is through the roof in China, and yet you tell me that there are no imminent FX risks?

More -> stenoresearch.com/steno-signals-…

👀 $JPY

China has been building MASSIVE reserves of critical commodities in recent months.

The reserve trend is now reversing it seems. A sign of imminent FX devaluation?

Full story -> stenoresearch.com/steno-signals-…

Lot’s of talk about the US diversifying away from China

Well, China is also diversifying away from the US. E.g in Soybeans and Corn.

China is preparing for a future without any major trade ties with the US

Full story -> stenoresearch.com/steno-signals-…

5 reasons why the CNY could be devalued already next week!

Find out -> stenoresearch.com/steno-signals-…

5 reasons why the CNY could be devalued already next week!

Find out -> stenoresearch.com/steno-signals-…

Lot’s of talk about the US diversifying away from China

Well, China is also diversifying away from the US. E.g in Soybeans and Corn.

China is preparing for a future without any major trade ties with the US

Full story -> stenoresearch.com/steno-signals-…

If the Chinese authorities allow USDCNY to go next week, we are probably talking about a move towards the 7.75-8.00 range.

This could prove to be the macro event of 2024!

How to position for it? -> stenoresearch.com/steno-signals-…

China has been building MASSIVE reserves of critical commodities in recent months.

The reserve trend is now reversing it seems. A sign of imminent FX devaluation?

Full story -> stenoresearch.com/steno-signals-…

Everything going South or East are tankers carrying Russian Urals crude to Asia! All are sold above the Price Cap!

Map below is form Kpler.com

If the Chinese authorities allow USDCNY to go next week, we are probably talking about a move towards the 7.75-8.00 range.

This could prove to be the macro event of 2024!

How to position for it? -> stenoresearch.com/steno-signals-…

A devaluation of the Chinese CNY appears to be imminent!

How do you deal with it across assets?

We have tried to sum up the value pockets across markets in our weekly Portfolio Watch here:

Link: stenoresearch.com/watch-series/p…

A devaluation of the Chinese CNY appears to be imminent!

How do you deal with it across assets?

We have tried to sum up the value pockets across markets in our weekly Portfolio Watch here:

Link: stenoresearch.com/watch-series/p…

Parabolic move in USDJPY…

Watch CNY next. Big devaluation risk next week!

More -> stenoresearch.com/steno-signals-…