Energy Cable #63: It is still all eyes on China
Solid PMI numbers out of China supporting the reflation story. Steel Production looks ok. There is still potential for the USD to throw a wrench in...
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Portfolio Watch: Inflation DIVERGENCE is growing
Morning from Europe with low activity across markets due to Easter Friday. Our daily coverage returns on Tuesday (including Something for your...
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5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & Sentiment
Loads of stuff are going on in Global Macro, with global equities on the rise yet again, the JPY struggling a bit after unsuccessful attempts from...
335 Views
Positioning Watch – Time to get out of the cyclical trade?
Hello everyone, and welcome back to our weekly positioning watch! The weather in Copenhagen is sunny, and so is the mood in markets, with...
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Ifo Nugget: What reflation in Germany?
Price expectations in services ex. real estate continued its downtrend and we now find ourselves at 2018-19 levels in what is pointing towards...
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