Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
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Energy Cable: Good Luck Reaching Your 2% Target, Powell
Greetings from a sunny but windy Copenhagen where we bring you a short but chart heavy edition of the Energy Cable. What a week in macro and...
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Steno Signals #95 – Is the Next Move a Hike?
Before getting to the financial word, I just briefly want to reiterate that we find a de-escalation most likely between Iran and Israel after the...
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Portfolio Watch: The USD Wrecking Ball Is Back
The USD has been on a roll since the firm US inflation report earlier in the week and we are approaching the point where European trade balances...
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[US CPI Review] Energy, Housing, And Services Keep Inflation Hotter Than Expected
​March CPI exceeded expectations at 3.5% YoY, driven by gasoline, shelter, and transportation services. Dollar strengthened against other...
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