Steno Signals #67 – 150bps Higher 10yr Yields and Parity up Next in EURUSD?
There are good reasons to chant “Europe, Europe, Europe” on the golf course, but not in financial markets as Europe is once again tested by...
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Positioning Watch – Oil Longs Are Not as Big as You Think
Welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the week.
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Portfolio Watch: The Last Gasp of a Dying Man?
Hello Everybody and welcome back to our weekly Portfolio Watch where we take the temperature on our Macro calls and provide our perspective on how...
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Out of the Box #20: Gas and Steepeners Brought to You by Muftis and Tsars
The risk/reward in going long Natural Gas is getting better by the week currently The European and Japanese trade surplus/deficit is 100% under...
326 Views
The Energy Cable #39: A Maturing Bull Market
The oil market consensus is getting very uniform as everyone and their mother has figured out that there is an obvious supply deficit through...
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