Energy Cable: Inflation starting to bite equities
Hi everyone and welcome to this week’s energy cable from a sunny and cold Copenhagen. If you haven’t yet, I’ll recommend that you read our update...
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Fund Managers Are Long Commodities Again
Fund Managers Are Long Commodities Again Be careful if you’re heavily long commodities at the moment. The Bank of America survey usually always...
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Steno Signals #96 – A major devaluation of the CNY could be imminent
Happy Sunday and welcome to our flagship editorial! Remember that I will be in Singapore most of next week. Please reach out if you are Singapore...
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Portfolio Watch: Sitting on our hands
Welcome to our weekly Portfolio Watch. We have returned -0,87% in our Macro Alpha Portfolio this week as of the time of writing, which is a decent...
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Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
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