bearish•Cross Asset Strategy•02 Oct 2023 10:55
Steno Signals #67 – 150bps Higher 10yr Yields and Parity up Next in EURUSD?
There are good reasons to chant “Europe, Europe, Europe” on the golf course, but not in financial markets as Europe is once again tested by...
bullish•Cross Asset Strategy•02 Oct 2023 10:51
Positioning Watch – Oil Longs Are Not as Big as You Think
Welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the week.
bullish•Macroeconomics•30 Sep 2023 06:55
Portfolio Watch: The Last Gasp of a Dying Man?
Hello Everybody and welcome back to our weekly Portfolio Watch where we take the temperature on our Macro calls and provide our perspective on how...
bullish•Macroeconomics•30 Sep 2023 06:44
Nuclear Nugget: 3 Questions For The Nuclear Space
Fun fact: In 2009 there were about 35.000 people employed in the nuclear industry in Germany, which at that time produced 135 TWh of...
bearish•Macroeconomics•29 Sep 2023 05:41