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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Steno Signals #88: Anyone left willing to bet on rate cuts in H1?
It seems like no one is willing to add bets on rate cuts in H1 after even the doves from the ECB and the Fed have been hard to convince of spring...
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Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing
Hello everyone, and welcome back to our weekly Positioning Watch. Markets were caught on the wrong side of expectations last week with PPI coming...
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UK CPI Nugget: Is something wrong with services?
Welcome to this short and sweet preview of the UK CPI report on Wednesday. The focus point will be the Services CPI since the BoE keeps referring...
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Macro Regime Indicator: Time to Embrace a New Economic Dawn?
The recent performance of the US economy prompts a reassessment of long-held market sentiments. As we witness an intersection of sturdy growth,...
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