Positioning Watch – Steepener bets back on?
Hello everyone, and welcome back to our weekly positioning watch! Hope you all had a great time off during the Easter break. The market narrative...
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Energy Cable #63: It is still all eyes on China
Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...
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What the Baltimore Bride Collapse Means for Commodities
According to data from PIERS, a trade flow analytics tool within S&P Global, Baltimore port held just 4% share of the total trade volumes on the...
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Positioning Watch – Time to get out of the cyclical trade?
Hello everyone, and welcome back to our weekly positioning watch! The weather in Copenhagen is sunny, and so is the mood in markets, with...
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Energy Cable #62: Biden is selling crude straddles, while something is cooking in China
Last week we took healthy profits in some of our global reflation bets. We got out of silver and copper, but remain in the broad materials ETF.
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