Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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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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[Counting Beans #5]: January WASDE Reaffirms Market’s Bearish Outlook
The latest WASDE report reaffirmed market’s bearish outlook. Market metrics are positioned for Soybean, Wheat, and Corn prices to decline from...
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Positioning Watch: Prepared for a Short Squeeze?
We’re here again on this fine Monday, ready to delve into our take on the market’s current temperature based on the latest Positioning and CFTC data.
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Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
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