Macro Nugget: How do markets react to turmoil in Gaza/Israel?
We have taken a look at the data over the course of the last five stand-offs between Israel and Hamas/Palestine on the back of the atrocious...
266 Views
German Labor Nugget: Will the Ukrainians play a role in German wage development?
With the Alternative Für Deutschland (AfD) on the rise in regional elections in Bayern (Bavaria) and Hesse, we have decided to look at the...
234 Views
Steno Signals #68: There is NOT enough buyers for bonds amidst all this
A deal between the US/Israel and Saudi Arabia seems off the table after this weekend. Oil markets are physically tight still, but there are some...
299 Views
Positioning Watch: Who is caught in the Crossfire?
Happy Saturday, and welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the...
233 Views
Portfolio Watch: No Quarter and No Surrender
We’re here again for our weekly Portfolio Watch, and I must admit, it’s been a rather challenging week. We found ourselves on the wrong side of the...
210 Views