Positioning Watch – The Goldilocks Scenario is Intensifying
Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioned
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Scandi Watch: Norges Bank -> A hawk flying among doves?
The Norwegian rates case is always interesting when we see significant moves in NOK, foreign rates, and energy prices. Norges Bank is in contrast...
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Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
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Positioning Watch – Increasing the BETA risk?
Hello everyone, and welcome back to our weekly positioning watch. Our newly invented high-frequency hedge fund positioning data was well received,...
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Scandi Watch: Stay long NOK (and pay NOK rates) into Norges Bank
As Norges Bank gears up for its upcoming meeting on Thursday, all eyes are on the new rate path. It’s widely expected that the central bank will...
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