Positioning Watch – How are markets positioned in inflation?
Like we mentioned in the first positioning watch of the year, holders of risk-assets have entered a slightly more cautious stance, and the classic...
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Energy Cable: The Suez Troubles are WORSENING
Greetings from Copenhagen where temperatures have crawled back above 0 celsius and according to forecasts the weather seems to improve even more...
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Global Rates: January ECB Meeting and Euro Rate Markets
The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.
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Steno Signals #83 – A striking divergence between EUR and USD money trends
Welcome to our flagship editorial!It is about this time of the year when we conclude that all year-ahead outlooks have already been blown to...
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Portfolio Watch: The Yellen Put
Takeaways:– Equities are currently a preferred refuge over bonds. – US is still the place to be relative to peers– Recession risks have diminished...
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