Positioning Watch – Positioning for Lower Yields and Weaker USD
Recent trading days have been all about lower bond yields, a weaker USD and rising equity prices, as risk asset prices are at the moment all about...
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Steno Signals #74 – Did King USD Just Break?
The sharp move in USDJPY and other USD pairs towards the end of last week has caught our attention and it arrives on the back of Powell letting go...
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US Policy Watch: No Shutdown but Are We Out of the Woods Yet?
The U.S. House of Representatives has approved a short-term extension of the FY-2023 budget 3 days before the government was scheduled to shut...
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5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
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Positioning Watch – The Cocktail of Heavy Logs in Both Equities and Bonds
Hello everyone, and welcome back to our weekly positioning watch, which due to delays in the CFTC data has been postponed to today (data was...
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