Energy Cable: The Review that Became a Preview!
Our apologies for the slightly delayed Energy Cable. I got caught up in the hospital with my son late yesterday, but everything is fine now! What...
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Ifo Nugget: Should We Believe the Numbers?
Before we get going we have to stretch that this month’s number comes with a yuuuge caveat, namely that of the German Constitutional Court’s...
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Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
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Steno Signals #75 – The 2007/2008 Playbook Is Useful Again
The soft landing narrative has seen material tailwinds over the past 6-8 weeks, while the recession narrative is fading fast.
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Portfolio Watch: The last dance?
Conclusions up front:1) A long USD bet is a good way to express 1) strong US data seasonality compared to peers until year-end and a bet on...
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