Positioning Watch – Markets Are Moving Away from the US (in FI)
Hello everyone, and welcome back to our weekly positioning update!Everything is about China these days, with both the PBoC and the Politburo...
532 Views
Fund Managers Hate Commodities // EU Deforestation Law Disaster
According to the latest BofA fund manager survey, investors continue to sell commodities. Allocation-wise we’re now back at levels we were at the...
306 Views
Global Commodities: All systems go for precious metals
Gold prices have been supported by rising interest rates and physical demand, but now investor flow and macro indicators like US real yields are...
1.6k Views
Positioning Watch – Markets Anticipate a 50bps Cut Tonight
Hello everyone, and welcome back to our weekly positioning update. Today’s version will be short and to the point, allowing you time to digest the...
350 Views
Steno Signals #117 – 25bp equals mayhem, while 50bp equals panic?
After a major dash for cash at the start of September, markets regained some optimism last week (much to my surprise, in all transparency). A weak...
1.3k Views