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Global macro and FX analysis through an institutional lens — covering monetary policy, liquidity, capital flows, and the forces shaping currencies and markets.

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PricingFreemiumPublishesTwice weekly
Issues48Founded7 months agoLast Issue2 days ago
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Latest Issues

The 360° Playbook: Global Macro | June 15-19th

Hi, it’s René Steiner from SteinerCapital. In this week-ahead series, I give you my top-down approach in analysing capital markets from a practitioner’s macro analysis point of view.

Introduction

2 days ago
6
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Beyond The Headline: June´s PMI Autposy and the Relative Value Playbook

Hi, it’s René Steiner from SteinerCapital. In this series, I give you my top-down approach in analysing capital markets from a practitioner’s macro analysis point of view.

Introduction

5 days ago
4
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The 360° Playbook: Global Macro | June 8-12th

Introduction

Welcome to the 360 Playbook. This series is designed to give you a clear picture of what markets are actually focused on heading into next week.

The goal is to provide a disciplined lens for the sessions ahead — ensu...

10 days ago
7
1

Sector Rotation: ISM Speaks, The Stagflation Crowd Goes Quiet

Hi people, it’s René Steiner from SteinerCapital. Below you will find my latest research and views on markets. Note that this is NEVER financial advise.

Key Takeaways

12 days ago
11
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Macro Monthly: The World Changed Regimes

Hi people, it’s René Steiner from SteinerCapital. Below you will find my latest research and views on markets. Note that this is NEVER financial advise.

Key Takeaways

14 days ago
15
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  • SteinerCapital

    Steiner Capital | René Steiner Global Macro trading with a focus on G8 DM FX. Not providing signals, but market intelligence. Direct analysis from Germany, executed on a global scale. Rational. Analytical. Global.

  • Street Alpha

    Former buyside analyst with 10+ years of experience, writing at the intersection of global macro, geopolitics, and equities. Bilingual in English and Chinese, I use a data-driven, quantamental lens to cut through the noise.

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