Macro Regime Model: Inflation down while growth is on the up?
Every month, we present our best evaluation of the present and approaching month’s macroeconomic conditions, balancing risks and rewards. We put...
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Oil Watch: OUCH!
It is no secret that we turned energy bullish early in the summer with pretty accurate timing and made a nice run based on being ahead of the...
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The Energy Cable #40 – Time to follow crack spreads!
It’s once again time for us to give our weekly take on energy markets, as well as where to place your chips in the time to come. The crude...
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Steno Signals #67 – 150bps Higher 10yr Yields and Parity up Next in EURUSD?
There are good reasons to chant “Europe, Europe, Europe” on the golf course, but not in financial markets as Europe is once again tested by...
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Positioning Watch – Oil Longs Are Not as Big as You Think
Welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the week.
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