Positioning Watch – Are the unpopular bets back in town?
Hello everyone, and welcome back to our weekly positioning watch!Equity markets continue their drift higher for yet another week, and it seems...
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Steno Signals #89: Major Twist to QE Upcoming?
Happy Sunday from Copenhagen and welcome to our flagship editorial. The cyclical rotation continues in markets, but interest rates have to a...
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Global Macro Research: Waiting on Words (And Data)
Chair Powell will deliver testimony to Congress, February employment data will be released, the ECB will make a decision, and Mira Chandan will...
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EUR-flation Watch: Hands down, I was wrong..
We had hoped for a soft European inflation report in February, but we have to admit that we were off. End of discussion. Rents, energy-tariffs /...
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Macro Nugget: Trillions of USDs waiting to be unleashed
If we look at M2 trends (narrow money + time deposit / MMFs and similar assets), the broad USD measure remains a staggering 18% above trend with...
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