Portfolio Watch: Data green-lighting continued rally – cautious metals however
Our early conviction in pro-cyclical trends keeps getting confirmed. Initially, our nowcast indicator for China signaled a positive outlook
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5 Things We Watch: BoJ, Germany, Commodities, Canada, Inflation
This week we are looking at the BoJ hiking rates for the first time since 2007 and its effects on the Japanese economy. Afterwards we will have a...
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Equity Strategy - Looking into potential late-cycle plays in commodity sectors
Looking into potential late-cycle plays in commodity sectorsAs metal prices are likely entering a ‘late-cycle’ phase. we see copper’s outlook as...
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Energy Cable #61: Commodities are breaking out #2!
Last week we wrote about the price action in commodities and the week ended in some strong gains across the space. Our portfolio remains tilted...
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Steno Signals #91 – No more recessions ever!?
Happy Sunday from Sunny Copenhagen and welcome to our flagship editorial! Is the business cycle dead? It is a fair question to ask after what...
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