Global Commodities: 2024 US Election Watch—Cutting Through the Noise
The episode covers discussions on gold rates, Trump and Harris administrations' approaches to energy commodities, China's impact on electric...
119 Views
Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
211 Views
[WASDE Preview] Bounty Harvest of US Wheat & Corn; But Brace for Weak EU Forecast
Rains makes grains. But this June, Grains have been falling like rains. Grain prices have come crashing with bounty harvest. What will WASDE report...
363 Views
Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
1k Views
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...
220 Views