Positioning Watch – Commodities Are Finally Moving
Hello everyone, and welcome back to our weekly positioning watch!We have been all about the possibility of a cyclical rebound with the US economy...
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Portfolio Watch – Have markets traded the cyclical rebound in advance?
Welcome to our weekly portfolio watch, which today will be all about the (potential) upcoming rebound in the cyclical momentum. As always we share...
506 Views
Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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Positioning Watch – Markets betting on lower rates and higher oil prices
Welcome back to our weekly positioning watch, where we as always provide you with our latest findings on sentiment, positioning, and everything in...
342 Views
Positioning Watch – Where to Find Value Currently
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...
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