Energy Cable: Increases in freight rates not transferring into goods inflation (for now)
Greetings from Copenhagen! We’ll take a look at freight rates, copper, and crude from an inflation angle. But before we do that, let’s have a...
195 Views
Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
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Portfolio Watch: Don’t underestimate the US consumer
Welcome to our weekly Portfolio Watch, where we walk you through the most relevant trading topics for our portfolio and yours. Our bet on the US...
28 Views
EM Watch: Western investors are tired of China and Japan “crying wolf”
Welcome to our weekly EM Watch, with a particular focus on China and metals. I used to travel to China and Japan a lot, but I haven’t visited the...
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Positioning Watch – Markets are buying into US Fixed Income, but fast money don’t agree
Welcome back to our weekly positioning watch, brought to you today from a sunny Copenhagen. Denmark advanced as the second team in their Euros...
304 Views