The Weekly Market Monitor – These Two All-Time Highs Are No Coincidence!
Forget the macro data for a moment. This week was all about central banks opening the door to policy easing and scarce assets recording new all...
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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...
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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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