Energy Cable: The recipe for another summer of exploding energy prices (in Europe)
Energy markets in Europe still fragileA hot summer and manufacturing rebound could set prices goingManufacturing cycle is improving everywhere but...
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The Week At A Glance: ISMs, NFP, FOMC & QRA to put even more pressure on USD rates?
Event 1 (Mon/Wed): A QRA nothing burger? The QRA announcement will be released in a few hours (on Monday) while the issuance details will be...
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Crypto Crisp: Stripe Returns to Crypto
It is no surprise that we have maintained a bullish stance in crypto over the past month, given the uptick in US dollar liquidity and the easing...
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Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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