Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Weekly CFTC Sentiment Report - Bullish USD Sentiment Moderates
Waning speculative USD sentiment reflects trends in other indicators suggesting that the improvement in the broad USD tone since the start of the...
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Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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Portfolio Watch – Have markets traded the cyclical rebound in advance?
Welcome to our weekly portfolio watch, which today will be all about the (potential) upcoming rebound in the cyclical momentum. As always we share...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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