The Energy Cable #38: Time to switch exposures in Energy space?
Warren and 3Fourteen Research has been bang on with their bullish crude trade posted in July, which has returned approx. 33%
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Recession Nugget: What’s the deal with GDP and GDI
With the spread between GDI and GDP reaching historical levels we ought to dig into the numbers once again to figure out if this is just...
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ECB Cranks Up for The Record Tenth Time; Yet the Euro Looks Weak and Wobbly
When rising rates lead to softening currency, it signals weak underlying macroeconomic conditions and outlook. ECB’s hands are tied going into the...
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Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
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US Economy Watch: The Recession That Never Came… Or?
Key takeaways up front: We see near-term upside risk to inflationThe labor market is softening in tandem with growth in real wages (rising...
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