Business Cycle Watch – What if ISM Manufacturing rises to 56?
The ISM figure for May surprised negatively Monday, admittedly a short-term setback for the whole reflation story we have laid out over the past...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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The Holy Grail of Commodity Trading // Shipping Rates Explosion
The Holy Grail of Commodity Trading? If there is a holy grail of commodity trading, I would say it’s becoming a master in reading the movements in...
276 Views
Portfolio Watch – Adjusting equity and commodity risks as the reflation story stalls
Hello everyone, and welcome back to our weekly portfolio watch, where we shed light on the most important factors driving our Macro and Crypto...
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Ifo Watch – Is Germany rebounding against all odds?
The nationwide figure was released today at 14.00 CET, and despite headline CPI surprising a tad dovish compared to consensus of 0.2% MoM, we had...
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