The Week At A Glance: Soft Inflation, accelerating Nat Gas and input costs..
Happy Monday from Copenhagen!As usual, we use Monday to look ahead at the upcoming week. We are currently focused on the Nat Gas trade, which is...
311 Views
Steno Signals #112 â Liquidity is BOTTOMING
Happy Sunday, folks!I hope youâve enjoyed the weekend. After a bizarre week, starting with the rug-pulling in Japan on Monday morning, it was time...
345 Views
Portfolio Watch: We Dare to Say the Bottom Is In for Risk Assets
We have successfully navigated our macro portfolio through yet another week of high volatility, especially following Mondayâs (in hindsight)...
1.3k Views
Macro Regime Indicator: Liquidity is Starting to Improve
Welcome back to our monthly regime update, sharing insights from our data hub on cross-asset returns in different regimes. Coming into July, we...
258 Views
What we learnt at Diggers 2024
Markets, especially metals markets, have been volatile with gold reaching all-time highs while other commodities like lithium, copper, and oil...
295 Views