The Energy Cable #35 – Are Monster Draws Ahead?
From supply to demand side weakness in 12 months. Key take aways: As opposed to last year, Germany is now seeing the demand side...
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The Energy Cable #33 – The handoff – From positioning to fundamentals
Steno Research: Stubbornness despite Chinese demand woes As China’s economic woes deepen with the housing market slumps, we note that the demand...
237 Views
Portfolio Watch: Navigating Crossroads
We delve into the performance of our portfolio and take a close look at the ever-changing landscape of financial markets.
187 Views
Curve Steepeners and the Boomer Trade
As highlighted in our data dive yesterday on the curve we see the steepener case as increasingly compelling. From our portfolio, you will also...
312 Views
Steno Signals #59 – When It Rains on Janet Yellen, It Pours!
Either you do Japan, or Japan will do you! We have been covering Japan extensively throughout the year and it saved us from being run over by a...
266 Views