Steno Signals #74 – Did King USD Just Break?
The sharp move in USDJPY and other USD pairs towards the end of last week has caught our attention and it arrives on the back of Powell letting go...
386 Views
Portfolio Watch: Celebration for the right or wrong reasons?
The Fed was ‘navigating by the stars under cloudy skies’, but now markets have implicitly been allowed a go. The provisional result? Rally in...
416 Views
The Weekly Market Monitor – On Deflation, Spot Bitcoin ETFs, Rising Delinquencies, & Faltering China
Equity markets are at risk if declining price pressures must be attributed to slowing growth. China's Real Estate is still a mess, while small caps...
499 Views
5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
247 Views
Positioning Watch – The Cocktail of Heavy Logs in Both Equities and Bonds
Hello everyone, and welcome back to our weekly positioning watch, which due to delays in the CFTC data has been postponed to today (data was...
265 Views