SLOOS Survey: The US Economy Is Re-Accelerating and Money Growth Is Back!
The demand- and supply for money has bottomed out! That is the overwhelming conclusion from the quarterly survey on banking standards released by...
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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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Energy Cable: Crude Oil Above 80.. It Was Fun While It Lasted
It seems like all it took was one bulletin from Al-Jazeera about a potential ceasefire between Hamas and Israel for crude oil to lose all its...
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Gold Demand Data Confirms Economic Rebound // Latest CTA Positioning Calls from UBS
Gold demand for technology, electronics and other industrial use cases continued to improve in nominal and YoY terms - pointing to an economic...
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Portfolio Watch: Riding a Rollercoaster
Main Takeaways: – The Yellen Put is still alive while Powell is tied to his (premature) December pivot– We find it likely that volatility will...
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