Energy Watch: The perfect bull-signal delivered by Olaf Scholz?
We typically release our weekly EIA Watch on Thursdays but given this press release from the EIA, we will not be able to update the demand side...
424 Views
Energy Cable #45 – The World Needs a Riyadh Accord
Last week we got news that MBS is still keen on pursuing a mega deal with the US that would normalize relations with Israel. We envisage a...
259 Views
Positioning Watch: Prepared for a Short Squeeze?
We’re here again on this fine Monday, ready to delve into our take on the market’s current temperature based on the latest Positioning and CFTC data.
236 Views
Steno Signals #72 – When a Recession Meets a Melt-Up in Equities and Bonds
The BoJ no longer has a firm guidance towards higher 10yr bond yields, the Fed accepted higher long bond yields as an excuse to pause and economic...
332 Views
Portfolio Watch: November Bear Market Rally?
As I am sure you are aware we have been awaiting the exact market move we have seen this week: The long end of the UST curve catching a breather...
469 Views