Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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EIA and OPEC Watch: Depending on Nigeria and Iran
Welcome to our weekly EIA watch paired with a few remarks on the postponed OPEC meeting. We have had a look at OPEC production and export numbers,...
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EIA Watch: September Weakness Was Fake News. Time to Buy Oil?
Welcome back to our weekly EIA report, where we run through demand and supply data and give our cents on where we are heading next – and what the...
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EUR Watch: Damned if You Do Until You Are Damned if You Don’t
EUR assets will suffer if the activity levels rebound too quickly due to a lack of elasticity in the commodity/energy supply in Europe.
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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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