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bearish
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Cross Asset Strategy
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05 Jun 2024 09:17
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...
Steno Research
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bullish
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Macroeconomics
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22 May 2024 18:30
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...
Steno Research
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796 Views
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bearish
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Cross Asset Strategy
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17 Apr 2024 09:29
Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
Steno Research
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236 Views
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bearish
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Cross Asset Strategy
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14 Apr 2024 15:20
Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
Steno Research
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355 Views
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bullish
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Cross Asset Strategy
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08 Apr 2024 18:10
The Week at a Glance: US CPI to Surprise Hawkishly Paired with a Surprise Rate Cut?
Welcome to our new “The week at a glance” publication. This week we look at the US CPI report, ECB- and BoC meetings and Scandi inflation from...
Steno Research
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212 Views
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