Positioning Watch: Are we back to square one?
Welcome back to the weekly positioning watch. What a week it has been so far! The recession narrative has slowly but surely vanished from global...
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Energy Cable: Why Chinese Flows Govern Gold Markets, Not Western Cutting Cycles
Take aways: China will be a key player for gold marketsMBS suffering even more as crude tumblesHigh frequency indicators don’t scream recession in...
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The Week At A Glance: On Credit Watch While Liquidity Is Turning Nasty
Welcome to our weekly “The Week At A Glance” publication, where we dig into the most important key figure releases and tradeable themes for the...
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Steno Signals #111 – More or less liquidity? More or less recession? More or less real?
Happy Sunday! What a week, and what a few months we have ahead!To use the words of my friend Boris Kovacevic, “it’s like 2024 never happened.”...
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Portfolio Watch – What can we trade in this weak labor environment?
What a crazy day (week), starting August off with a somewhat disastrous NFP report. Private sector jobs are trending down, government payrolls are...
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