Steno Signals #64 – The one on ESG-flation, oil and other tangibles
Welcome to our weekly flagship editorial. Remember that you can always follow our portfolio live right here. As per usual, this is where you will...
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5 Things We Watch – ISM, Energy, German manufacturing, US labor market, Global Rates
Happy Wednesday, and welcome back to our weekly edition of 5 Things We Watch, where we take you through the 5 things that we are keeping an eye on...
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The Energy Cable #36 – Will We Finally See Chinese Demand with the New Stimulus?
In this edition of your maverick energy/commodity newsletter from both sides of the pond, we discuss whether the Chinese stimulus will finally see...
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Asset Allocation Watch: Still early innings for US cyclicals?
Each month, we offer our best assessment of the current and coming month’s macroeconomic conditions and weigh risks against reward – using both...
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Portfolio Watch: Manufacturing versus Services
Welcome to our weekly Portfolio Update. We have had a great week as 1) Energy continues to outperform more labor-intensive sectors, while the USD...
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