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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Out of the Box #24 : Too Little Too Late Powell?
We have been rather vocal about how we find that the odds of a hike are perhaps a bit higher than what the market is willing to accept at this point.
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5 Things We Watch: IFO, US Rates, Earnings Revisions, USD & Gasoline
We start off this week’s 5 Things We Watch by having a look at the Ifo survey coming up this Friday in the midst of the Schwarze Null ruling. This...
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