Portfolio Watch: Buy Bonds, Wear Diamonds (or Gold)?
Weâve generally experienced a âsofterâ September than anticipated in terms of interest rates. The typical September issuance seasonality takes a...
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Positioning Watch: Markets Are Positioned for Softness (in Rates)
Hello everyone, and welcome back to our weekly positioning watch. A lot is happening in markets ahead of what could be a significant turning point...
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Week at a Glance: Markets Have Truly Thrown Inflation in the Bin by Now
Good afternoon from a rainy Copenhagen. As always, Mondayâs morning report will be replaced by our âWeek at a Glanceâ editorial, where we will go...
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Steno Signals #116 â Here comes the dash for USD cash!
Happy Sunday, folksâif you can stay upbeat in the current market environment, that is. We have had September 100% spot on, and the developments...
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Portfolio Watch â This NFP will allow September seasonality to unfold.
Happy Friday from Copenhagen!This week has revolved around the NFP report from an allocation perspective, with markets being hypersensitive to...
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