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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EM by EM #24 Tightening the noose on EM
This week’s standout story has undeniably been the startling EIA report from the US. Unless we receive a substantial revision or information that...
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5 Things We Watch – Manufacturing, Natural Gas, JOLTS, BoJ & China
Happy Wednesday, and welcome back to our 5 Things We Watch, where we as always run through 5 interesting topics in global macro relevant for the...
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The Energy Cable #40 – Time to follow crack spreads!
It’s once again time for us to give our weekly take on energy markets, as well as where to place your chips in the time to come. The crude...
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Steno Signals #67 – 150bps Higher 10yr Yields and Parity up Next in EURUSD?
There are good reasons to chant “Europe, Europe, Europe” on the golf course, but not in financial markets as Europe is once again tested by...
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