Positioning Watch – The Herd Behavior Strikes Back!
Hello everyone, and welcome back to our weekly positioning watch. Main Takeaways:The energy bet is starting to look compelling. Oil positioning is...
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Germany Watch: Navigating Political and Trade Uncertainty
Looking at the current polls, there’s no clear path to a functioning coalition in Germany. The three potential options...
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Trump Watch: Possible U-Turn on Tariffs?
Our Geopolitical team is wrapping up an analysis on the escalating Ukraine-Russia conflict. In the meantime, here’s a piece we believe markets...
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The Week at a Glance – The largest company about to report – fuel for the Nasdaq bet?
Happy Monday! Welcome to our “Week at a Glance” series, where we highlight the key events and trends to watch for the week ahead. Monday:BOJ Ueda...
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Steno Signals #126 – Where did all the liquidity go?
Happy Sunday, everyone!If you can’t show it in a meme, then it’s not true. That’s my modus operandi in the research business, and I stumbled upon...
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