Positioning Watch – No Signs of a Recession in Positioning Data Yet
Hello everyone, and welcome back to our weekly positioning watch. Markets have found their way back to pre-NFP levels as the storm seems to have...
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Copper Inventories Back at Pre-Covid Levels & Oil Demand Cuts Everywhere
The world is seeing a major deceleration in oil demand growth led by China, with inventories set to rise next year even if OPEC+ were to postpone...
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Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now
As most of you know, we remained upbeat on the cycle until around mid-July, as growth parameters continued to perform solidly in real-time, while...
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Portfolio Watch: Cracks are appearing in the lagging cycle
Happy Friday!It’s been a decent week in the markets despite a choppy macro outlook, with indicators pointing in diverging directions. Live...
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Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail Sales
U.S. inflation fell below 3% for the first time in over three years. Despite mixed signals from the manufacturing sector, retail sales showed...
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