5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
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Electricity Watch: Why Ze Germans Are OK for Now
Energy-sensitive sectors such as Chemicals, Metals and Autos will probably see improving orders to inventory ratios in a light cyclical upturn.
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Positioning Watch – The Cocktail of Heavy Logs in Both Equities and Bonds
Hello everyone, and welcome back to our weekly positioning watch, which due to delays in the CFTC data has been postponed to today (data was...
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US CPI Reaction Nugget: Further Fuel for the Market Rally
We just had the October inflation data from the US, and our projections were spot on. 0% MoM and 3.23% YoY, is a sign of successful cooling but...
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Great Game – 3 Reasons Why Trump Will Win – And 1 Reason He Won’t
This week saw the release of a major New York Times/Siena Poll of the 2024 Presidential Election – and some of the results were outright shocking.
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