Steno Signals #57 – What on earth is going on with the USD?
Happy Sunday and welcome to our weekly flagship publication “Steno Signals”. We have had a great week trading-wise except for being stopped out in...
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Positioning Watch – Preparing for (dis)inflation?
Welcome back to the weekly Positioning Watch, where we crunch through the positioning data and point out the biggest positioning trends in global...
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EM BY EM #11 Hangover After the Gold Rush? - Steno Signals
Gold has managed to maintain its ground recently and remains above the $1900 level on the back of stronger-than-expected hard data on both sides of...
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ECB Watch: 6 Charts on How EUR QT Impacts Markets
We release our chart book on the connection between EUR liquidity and moves in EUR markets. The ECB ramps up QT from July onwards and TLTRO...
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TPW Advisory June Monthly: The Birth Of The New
The past few years have felt very sped up – dealing with the 3Cs of Covid, Climate & Conflict in an Age of Speed will do that.
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