The Weekly Market Monitor – Bye-Bye OPEC, Hello Liquidity, and Welcome Back Earnings!
Welcome to the Weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
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EIA Watch: Is OPEC falling apart? 2024 outlook
Welcome to this year’s final EIA watch with a 2024 outlook plus your weekly updates from our EIA models. Before we start, we have some breaking...
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Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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Positioning Watch – Buy everything seems to be consensus
Hello everyone, and welcome back to our weekly positioning watch following the surprisingly dovish FOMC meeting last Wednesday, which smells of a...
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Steno Signals #78 – Santa Powell Handing Out Gifts Even to the Naughty!
Powell invited for a yuuuge risk asset party this week by allowing the market to continue to chase the narrative of material rate cuts in 2024.
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