5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & Sentiment
Loads of stuff are going on in Global Macro, with global equities on the rise yet again, the JPY struggling a bit after unsuccessful attempts from...
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Positioning Watch – Time to get out of the cyclical trade?
Hello everyone, and welcome back to our weekly positioning watch! The weather in Copenhagen is sunny, and so is the mood in markets, with...
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Ifo Nugget: What reflation in Germany?
Price expectations in services ex. real estate continued its downtrend and we now find ourselves at 2018-19 levels in what is pointing towards...
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Energy Cable #62: Biden is selling crude straddles, while something is cooking in China
Last week we took healthy profits in some of our global reflation bets. We got out of silver and copper, but remain in the broad materials ETF.
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EUR-flation watch: Spain is the dovish hawk
The preliminary European inflation numbers will be released during this week, while Germany has decided to postpone the release until after...
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