Steno Signals #177 – Another ill-timed flip-flop from Jay Powell?
Happy Sunday from me! This will be the last update before the festive season, and I hope you will have a relaxed and enjoyable time with your...
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Positioning Watch – Everything you need to know about Fixed Income positioning before we enter 2025
Hello everyone, and welcome back to our weekly positioning update – this week with a strong focus on the moves we are seeing in Fixed Income and...
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Positioning Watch – Markets have NOT been Ready for Growth to Weaken in the US
Happy Thursday, and welcome to our weekly positioning watch, brought to you just before the crucial NFP report tomorrow. From what we see across...
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Europe Flash Watch – The German 2025 bazooka!
In Germany, “debt hawks” are slowly but surely waking up to the reality of their manufacturing industry being brought to its knees. In Angela...
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The Week at a Glance: Manufacturing Rebound, Fed Liquidity Signals & Oil’s Fragile Balance
Happy Monday!Each week, we collect the most important events in the week ahead and provide you with our direction going into them. Enjoy!Monday –...
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