Positioning Watch – 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 Pen’s party looking...
324 Views
Steno Signals #106 – The cycle is improving. Not weakening.
We spent most of last week examining cycle leads and lags as we continue to observe solid signs of re-acceleration in economies with low duration...
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Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden
If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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Positioning Watch – 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...
877 Views