Every week, the Steno Research team tells hedge funds what to look out for and how they trade the world of macro. Now, they’re sharing that with you — simply and concisely. This week, Andreas Steno and Oskar Vårdal assess the risks of re-entering U.S. equities in light of slowed growth in relation to tariffs, and weak data from this week’s Nonfarm Payroll report. Written on March 7, 2025
