Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
294 Views
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.
340 Views
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,...
419 Views
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...
403 Views
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.
274 Views