Weekly CFTC Sentiment Report - USD Sentiment Mixed but Stable into Holiday Break
CFTC data reflects broadly steady positioning in the USD amongst all market participants running into the US Thanksgiving break last week.
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Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?
Happy Sunday, friends, and welcome to my straight-to-the-point editorial on everything macro!Just as everyone had concluded that Trump and his...
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FX Snapshot - USDCAD and Trump’s Tariffs
We all broadly agreed that is a threat— leverage—to achieve non-trade-related goals rather than a real risk at this point. The following is an...
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Weekly CFTC Sentiment Report - Bearish EUR Sentiment Strengthens
The latest snapshot of market positioning and investors sentiment on the major currencies form the CFTC shows a further increase in aggregate USD...
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The Week at a Glance – The largest company about to report – fuel for the Nasdaq bet?
Happy Monday! Welcome to our “Week at a Glance” series, where we highlight the key events and trends to watch for the week ahead. Monday:BOJ Ueda...
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