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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Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Portfolio Watch: What if We Add a Rate Cut to This Fire..
The cyclical rotation is slowly but slowly rolling and if central banks add rate cuts to this mix, we are staring directly into the melt...
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