Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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[Counting Beans #5]: January WASDE Reaffirms Market’s Bearish Outlook
The latest WASDE report reaffirmed market’s bearish outlook. Market metrics are positioned for Soybean, Wheat, and Corn prices to decline from...
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Bull Steepening Watch – Is Lower Yields Really What Risk Assets Want?
Let’s run through each asset class to see where to put your eggs if a bull-steepening of the yield curve continues into 2024.
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EUROPOLITICS WATCH: Opposition Victory in Poland Opens Door for Ukraine in the EU?
The support of Poland will be key for Ukraine heading into negotiations with the EU. The Polish election on Oct 15th enjoyed significant...
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