The Drill: Will China move commodity markets?
The Chinese markets have warmly welcomed this morning’s news that the People’s Bank of China (PBOC) plans to introduce significant stimulus...
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Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
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Positioning Watch – Markets Anticipate a 50bps Cut Tonight
Hello everyone, and welcome back to our weekly positioning update. Today’s version will be short and to the point, allowing you time to digest the...
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Central Bank Watch: Key Patterns from Previous Cycles
The FOMC meeting is upon us later today, and that calls for us to publish another short and concise chart-book of asset performances around the...
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Steno Signals #117 – 25bp equals mayhem, while 50bp equals panic?
After a major dash for cash at the start of September, markets regained some optimism last week (much to my surprise, in all transparency). A weak...
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