Positioning Watch: Higher for longer vs Lower for longer?
Hello everyone, and welcome back to our weekly weekend Positioning Watch. The Central Bank bonanza week has come to a close, with only a few...
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Portfolio Watch: The wheels are coming off in Europe
Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective. Conclusions up front:– The...
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Energy Watch: Time for Nat Gas to Outshine Oil?
Back at the office after spending time with clients in the energy space with loads of discussions around the intersphere between Macro and energy...
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5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ
It’s Central Bank bonanza once again, and that of course means that we will take you through the biggest central bank meetings and give you our...
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The Energy Cable #38: Time to switch exposures in Energy space?
Warren and 3Fourteen Research has been bang on with their bullish crude trade posted in July, which has returned approx. 33%
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