Positioning Watch β Hedge Funds are leaning into the Europe trade despite election risks
Greetings from Copenhagen!Markets are still busy trying to digest the first rounds of the French Election, with Le Penβs party looking...
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Positioning Watch β Hedge Funds are leaning towards increasing growth, but NOT inflation
Hello everyone, and welcome back to our weekly positioning watch. The sudden deflation in the Motor Vehicle Insurance component in the CPI report...
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Business Cycle Watch β What if ISM Manufacturing rises to 56?
The ISM figure for May surprised negatively Monday, admittedly a short-term setback for the whole reflation story we have laid out over the past...
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Inflation Moderation?
Key economic data releases from China, the US, and Europe are closely monitored for signals on inflation and growth, while the Fed is expected to...
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Positioning Watch β The real world strikes back
Hello everyone, and welcome back to our weekly positioning watch. Markets have been enjoying the easier financial conditions imposed by a weaker...
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