Positioning Watch – Are the unpopular bets back in town?
Hello everyone, and welcome back to our weekly positioning watch!Equity markets continue their drift higher for yet another week, and it seems...
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Energy Cable #59: More fuel for energy bulls?
Take aways: Another green week for natural gasBullish demand/supply outlook for crudeSeasonality will now be working in favor of crudeIsrael...
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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...
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Policy Watch – How well is Russia doing?
In a few short weeks, Vladimir Putin will be announced the winner of the Russian Presidential election. As a formality, Russian voters will head...
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5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom
Hi everybody and welcome to this week’s 5 Things We Watch. This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this...
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