5 Things We Watch – Rates Pricing, Bond Positioning, Equities Setback, USD Wrecking Ball...
Macro is truly back with central banks and pricing of policy rates back on the top priority list amongst traders and investors. Powell’s remarks...
239 Views
Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
238 Views
Energy Cable: Good Luck Reaching Your 2% Target, Powell
Greetings from a sunny but windy Copenhagen where we bring you a short but chart heavy edition of the Energy Cable. What a week in macro and...
192 Views
Steno Signals #95 – Is the Next Move a Hike?
Before getting to the financial word, I just briefly want to reiterate that we find a de-escalation most likely between Iran and Israel after the...
288 Views
Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
361 Views