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...
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Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
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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...
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Positioning Watch – How are markets positioned in inflation?
Like we mentioned in the first positioning watch of the year, holders of risk-assets have entered a slightly more cautious stance, and the classic...
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