Out of the Box: 6 Reasons the Fed Will Be Hiking Rates in 2024
Even though the Santa rally in US STIRS has largely been reversed, markets are still pricing in 2.5 full cuts by the end of this year or so with...
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Commodity & Shipping Watch: Time to get back into the shipping bets?
Negative roll yield killing BCOM returns, even as spot has performed OKWe need to see some serious stimulus out of China for broad...
328 Views
ISM Manufacturing – the Ugliest Macro Indicator for Stocks!
Even though some structural changes can explain part of the lackluster performance of the ISM Manufacturing Index, 26% potential downside should be...
192 Views
Steno Signals #76: The Fed Has Lost Control of Liquidity Trends
It seems like the narrative lags the actual price action. 2024 estimates/outlooks are turning upbeat, while positioning is one way traffic towards...
351 Views
The Weekly Market Monitor – VIX Hits Multi-Year Low, Investors Can’t See Any Risks!
The VIX collapsed to the lowest since COVID, which makes investors look complacent, especially with our Fear & Frenzy Sentiment Index still in Frenzy.
434 Views