Surprise Weakness Job Growth Brings Rate Cut Closer
​US employment growth in April cools down and comes in lower than expected, Unemployment rate slightly above expectations, equities rally while...
525 Views
Strong US Payroll Will Completely Crush Rate Cut Hopes
Fed maintains fund rates at 5.25%-5.5%, Despite high inflation Chair Powell stated that rate hikes are unlikely, Continued strength in the labour...
282 Views
Wheat Breakout & Commodity Positioning Update
Going forward, Energy could face some selling flows from CTAs according to the latest CTA flow update by UBSS. UBS 'Contrarian' trades: bullish...
375 Views
Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
1.2k Views
Chinese Speculative Activity Driving Gold to Record Highs
Despite fading hopes of rate cuts, elevated treasury yields, strikes in India, easing geopolitical tensions, Gold prices continue to set new highs.
428 Views