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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Unexpected Surge in US Crude Oil Stockpile Highlights Inventory Discrepancies
US crude oil inventories are rising faster than gasoline and distillate withdrawals, with refinery utilization rates increasing for the first time...
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Policy Watch – How well is Russia doing?
In a few short weeks, Vladimir Putin will be announced the winner of the Russian Presidential election. As a formality, Russian voters will head...
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5 Things We Watch: US & Europe inflation, OPEC, Shipping, Bitcoin boom
Hi everybody and welcome to this week’s 5 Things We Watch. This week we’ll cover Euro-flation on the back of the Ifo numbers dropping this...
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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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