Ifo Nugget: Should We Believe the Numbers?
Before we get going we have to stretch that this month’s number comes with a yuuuge caveat, namely that of the German Constitutional Court’s...
324 Views
Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
403 Views
EUR Watch: Damned if You Do Until You Are Damned if You Don’t
EUR assets will suffer if the activity levels rebound too quickly due to a lack of elasticity in the commodity/energy supply in Europe.
367 Views
5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
316 Views
Electricity Watch: Why Ze Germans Are OK for Now
Energy-sensitive sectors such as Chemicals, Metals and Autos will probably see improving orders to inventory ratios in a light cyclical upturn.
280 Views