What We Told Hedge Funds This Week: March 14, 2025

Published on: March 14th, 2025

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, amid souring sentiment in equities tied to the Trump tariffs, a widening U.S. deficit, and a potential government shutdown, Andreas Steno and Oskar Vårdal tackle the question on everyone’s lips: has the market priced in the worst yet? Written on March 14, 2025