Positioning Watch: Who Blinks First?
TLT inflows have been consistently positive for several months, indicating a strong trend. However, early investors find themselves in under...
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Steno Signals #71 – A First Taste of the Recession Sell-Off?
The biggest question to ask right now is whether the pandemic altered the geopolitical and- financial playing field to an extent that will allow...
356 Views
EIA Watch: Strong Energy Demand Month in October, Except in Nat Gas
Welcome to our inaugural EIA Watch. Every Thursday, we will assess the demand side of the energy equation via our sophisticated seasonally...
435 Views
Energy Cable #43: Price Resilience Despite Warm Weather
Temperatures in Europe and the US are above mean levels, but only prices in the US have reacted (materially), and there are no signs of actual weak...
284 Views
EM by EM #26: Biden, Blinken, Barrels & Beijing
Both Biden and Xi find themselves walking on thin ice as domestic economic challenges pose a significant challenge to their foreign...
343 Views