SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
244 Views
Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
252 Views
Energy Cable: Crude Oil Above 80.. It Was Fun While It Lasted
It seems like all it took was one bulletin from Al-Jazeera about a potential ceasefire between Hamas and Israel for crude oil to lose all its...
217 Views
Steno Signals #85 – NFP Report Full of FAKE News?
A week of bizarre front-end volatility has come to an end. From “higher for longer” to banking crisis 2.0 to inflation crisis 2.0 in a matter of...
254 Views
Portfolio Watch: Riding a Rollercoaster
Main Takeaways: – The Yellen Put is still alive while Powell is tied to his (premature) December pivot– We find it likely that volatility will...
359 Views