Positioning Watch – Prepare for further action in JPY pairs
Hello everyone, and welcome back to our weekly positioning/sentiment overview!Equity sentiment has soured a bit since we last spoke, with broad US...
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Energy Cable: The recipe for another summer of exploding energy prices (in Europe)
Energy markets in Europe still fragileA hot summer and manufacturing rebound could set prices goingManufacturing cycle is improving everywhere but...
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The Week At A Glance: ISMs, NFP, FOMC & QRA to put even more pressure on USD rates?
Event 1 (Mon/Wed): A QRA nothing burger? The QRA announcement will be released in a few hours (on Monday) while the issuance details will be...
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Steno Signals #97 – 5 reasons why the CNY will be devalued next week and how to trade it
Happy Sunday from a sunny Copenhagen. I spent last week in Asia and even though I admittedly like to see my research as edgy and contrarian, I...
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Portfolio Watch: No respite for Asian FX.. How to deal with it?
Welcome to our weekly Portfolio Watch!We have had a strong week in our portfolio with a USD-reflationary lean, but we are starting to contemplate...
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