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...
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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.
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The Weekly Market Monitor – Immaculate Disinflation, Spiking Yields, and the Waiting Continues
Inflation is collapsing and even turned negative in the Netherlands. Yet, bond yields continue to spike, providing ample downside risk for equities.
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EM by EM #23 Playing the Least Dirty Laundry Vs the Dirtiest
Lately, we’ve been quite outspoken regarding the imminent threat posed by the USD/Oil dynamics, which has the potential to unleash turmoil within...
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Out of the Box #20: Gas and Steepeners Brought to You by Muftis and Tsars
The risk/reward in going long Natural Gas is getting better by the week currently The European and Japanese trade surplus/deficit is 100% under...
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