Portfolio Watch: Buy Bonds, Wear Diamonds (or Gold)?
We’ve generally experienced a “softer” September than anticipated in terms of interest rates. The typical September issuance seasonality takes a...
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Crypto Moves #43 – Trading Crypto on the First U.S. Rate Cut
It is becoming increasingly clear that the first U.S. interest rate cut is just around the corner. The next Federal Open Market Committee (FOMC)...
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Positioning Watch: Markets Are Positioned for Softness (in Rates)
Hello everyone, and welcome back to our weekly positioning watch. A lot is happening in markets ahead of what could be a significant turning point...
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Week at a Glance: Markets Have Truly Thrown Inflation in the Bin by Now
Good afternoon from a rainy Copenhagen. As always, Monday’s morning report will be replaced by our ‘Week at a Glance’ editorial, where we will go...
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Steno Signals #116 – Here comes the dash for USD cash!
Happy Sunday, folks—if you can stay upbeat in the current market environment, that is. We have had September 100% spot on, and the developments...
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