Five Things We Watch For In 2024
The thing to watch is probably employment numbers and once the labor markets start turning bad, expect CBs to cut in a hurry (especially if it is...
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Energy Cable #50: Oil Back in Fashion
If the demand side starts to surprise it’s hard to see what’s in the way of an Oil rally here short term. The supply is at least playing ball now,...
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Positioning Watch – Buy everything seems to be consensus
Hello everyone, and welcome back to our weekly positioning watch following the surprisingly dovish FOMC meeting last Wednesday, which smells of a...
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Steno Signals #78 – Santa Powell Handing Out Gifts Even to the Naughty!
Powell invited for a yuuuge risk asset party this week by allowing the market to continue to chase the narrative of material rate cuts in 2024.
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Mint Macro Roundup: BoE and ECB Policy Meetings
European banks hold rates steady, but concerns arise over slowing economies and the need to keep rates elevated. Equities dip, commodities rise.
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