Energy Cable #47: Price Always Leads Narrative
Happy Monday to everybody from a cold and rainy Copenhagen. We are now long crude oil again as we find the narrative too bearish given the...
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The Weekly Market Monitor – China Makes History, Nobody Likes US Debt, and a Massive Chart on Yields
Start your week in financial markets with last week's biggest charts and stories! The Weekly Market Monitor will keep you ahead of markets.
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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...
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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...
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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...
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