Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail Sales
U.S. inflation fell below 3% for the first time in over three years. Despite mixed signals from the manufacturing sector, retail sales showed...
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Positioning Watch – Positioning Squaring in JPY is Complete
Hello everyone, and welcome back to our weekly positioning update. This week likely marks the end of the positioning squaring phase, as multiple...
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The Week At A Glance: Soft Inflation, accelerating Nat Gas and input costs..
Happy Monday from Copenhagen!As usual, we use Monday to look ahead at the upcoming week. We are currently focused on the Nat Gas trade, which is...
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Steno Signals #112 – Liquidity is BOTTOMING
Happy Sunday, folks!I hope you’ve enjoyed the weekend. After a bizarre week, starting with the rug-pulling in Japan on Monday morning, it was time...
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Portfolio Watch: We Dare to Say the Bottom Is In for Risk Assets
We have successfully navigated our macro portfolio through yet another week of high volatility, especially following Monday’s (in hindsight)...
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