The Drill – Time to play the Natural Gas case again?
Natural Gas prices are back in the front seat once again with TTF rallying decently since the start of October. Is it bound to continue? We don’t think so. To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto...
The Week at a Glance: Rates might stay higher for a bit longer (in the US)
While markets are busy revising the growth outlook down in the US, there are still reasons to believe that the growth party seen throughout September and early innings of October will continue, which favors (still) higher yields short-term. To read the full article,...
Steno Signals #123 – The market is sniffing out a big liquidity increase
Several markets are already trading as if liquidity has arrived in size, but we have yet to truly see it. The good news is that the ON RRP is close to depletion, which may lead to an early end to QT. To read the full article, sign up for a 14-day FREE trial of the The...
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