Steno Signals #64 – The one on ESG-flation, oil and other tangibles
Welcome to our weekly flagship editorial. Remember that you can always follow our portfolio live right here. As per usual, this is where you will...
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Positioning Watch: The USD Wrecking Ball & Oil’s Roaring Rally
In a week where the USD is celebrating its longest rally streak in 9 years with 8 consecutive weeks of outperforming currency peers, it’s...
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Services Nugget: How Do the Central Banks React?
Takeaways: Divergence between Fed and ISM sentimentOPEC cuts and manufacturing bullish oil? More ground to cover for Powell to be reflected in USD...
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Positioning Watch: Has the August Pain Weakened the Bulls?
Here, we’re all about diving into market positioning to uncover some exciting insights about the bigger picture. As always, we’ll be digging into...
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Inflation Watch: Why EUR Inflation Will Print Below 2% Before New Years
It’s Jackson Hole week and even if Wyoming is typically only full of cowboys (also when CBs gather), they are joined by a cowgirl from France this...
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