5 Things We Watch – Natural Gas, ECB, Crypto, Liquidity & Positioning
Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the...
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Macro Regime Indicator: MORE liquidity is coming
Greetings and welcome to this month’s Macro Regime Indicator. Financial markets have behaved pretty much just as we laid out in last month’s...
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Positioning Watch – Are the unpopular bets back in town?
Hello everyone, and welcome back to our weekly positioning watch!Equity markets continue their drift higher for yet another week, and it seems...
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Energy Cable #59: More fuel for energy bulls?
Take aways: Another green week for natural gasBullish demand/supply outlook for crudeSeasonality will now be working in favor of crudeIsrael...
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ECB Watch: A scope for a decent dovish surprise
The hopes of a March cut are long gone, but the ECB meeting will be interesting to watch nonetheless. The ECB has been dovishly surprised on right...
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