Recession Playbook: Here is how we think the recession will pan out
We have refrained from taking a decisive stance on the recession timing through the year and have generally had the view that recession risks (for...
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Steno Signals #68: There is NOT enough buyers for bonds amidst all this
A deal between the US/Israel and Saudi Arabia seems off the table after this weekend. Oil markets are physically tight still, but there are some...
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Positioning Watch: Who is caught in the Crossfire?
Happy Saturday, and welcome back to our weekly positioning watch, where we run through interest positioning insights/data collected throughout the...
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Steno Signals #66: Buckle up for the energy crisis 2.0
Is there another major energy crisis in the making and how does it differ from the crisis in 2021/2022? We have long held the view that the...
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Positioning Watch: Higher for longer vs Lower for longer?
Hello everyone, and welcome back to our weekly weekend Positioning Watch. The Central Bank bonanza week has come to a close, with only a few...
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