Positioning Watch – Everything you need to know about Fixed Income positioning before we enter 2025
Hello everyone, and welcome back to our weekly positioning update – this week with a strong focus on the moves we are seeing in Fixed Income and...
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The Drill – The China Meltdown Is Ruining the Upbeat Trends in Manufacturing
Happy Tuesday, and welcome back to our weekly commodity editorial, where we keep you updated each and every week on what’s going on in the world...
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Steno Signals #176 – Will 2025 be 2007 or 2021 all over again?
Welcome to my weekly editorial, where I assess the big-picture macro landscape, explore potential risks, and identify the next narrative for...
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Positioning Watch – Is the Santa Rally at risk of being canceled? Not yet..
Hi everyone, and welcome back to our weekly positioning update. I’ve been puzzled over the past weeks of just how much risk assets have been...
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The Drill – Will Chinese stimulus be a home run for commodities?
Welcome back to our weekly editorial on everything commodity and energy-related!This week is all about China as the Politburo and PBoC have...
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