Steno Signals #68: There is NOT enough buyers for bonds amidst all this
A deal between the US/Israel and Saudi Arabia seems off the table after this weekend. Oil markets are physically tight still, but there are some...
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Positioning Watch: Who is caught in the Crossfire?
Happy Saturday, and welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the...
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Portfolio Watch: No Quarter and No Surrender
We’re here again for our weekly Portfolio Watch, and I must admit, it’s been a rather challenging week. We found ourselves on the wrong side of the...
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Oil Watch: The EIA plot thickens
Good Evening from Europe!The EIA report moved oil markets markedly yesterday and the sell-off has continued today. If the EIA report is indeed a...
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EM by EM #24 Tightening the noose on EM
This week’s standout story has undeniably been the startling EIA report from the US. Unless we receive a substantial revision or information that...
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