Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden
If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...
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Positioning Watch – Increasing the BETA risk?
Hello everyone, and welcome back to our weekly positioning watch. Our newly invented high-frequency hedge fund positioning data was well received,...
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Scandi Watch: Stay long NOK (and pay NOK rates) into Norges Bank
As Norges Bank gears up for its upcoming meeting on Thursday, all eyes are on the new rate path. It’s widely expected that the central bank will...
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Business Cycle Watch – What if ISM Manufacturing rises to 56?
The ISM figure for May surprised negatively Monday, admittedly a short-term setback for the whole reflation story we have laid out over the past...
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The week at a glance: A couple of central bank surprises on the cards?
Welcome to “The Week At A Glance”. Everything you need to know about the key figures in the week ahead and how we trade them. This week we focus...
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