Equities
Find updates on the trends shaping the equity markets.
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Latest news
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Macro
Macro Dragon: ECB Thu, Trading Gold, Ze Dollar & Trump-China
Kay Van-Petersen
Global Macro Strategist
Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-...![]()
Commodities
Copper up 20% and at a crossroad
Ole Hansen
Head of Commodity Strategy
Metals update with focus on HG Copper![]()
Commodities
Crude oil’s continued recovery challenged by quota-cheating
Ole Hansen
Head of Commodity Strategy
Crude oil update![]()
Macro
ECB Call: Looking for PEPP increase of €500bn and extension beyond 2020
Christopher Dembik
Head of Macro Analysis
ECB Call: Looking for PEPP increase of EUR 500bn and extension beyond 2020.![]()
Macro
Market Quick Take - June 3, 2020
Steen Jakobsen
Chief Investment Officer
The global rally in stocks continues with the market increasingly pricing in a V-shaped recovery as ...![]()
Macro
Macro Dragon: Mental PnL...
Kay Van-Petersen
Global Macro Strategist
Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-...![]()
Equities
High quality stocks work long-term and also in 2020
Peter Garnry
Head of Equity Strategy
High quality stocks have outperformed the equity market since 1981 and has done well again in 2020 a...![]()
Macro
Chart of the Week : Wall Street vs Main Street
Christopher Dembik
Head of Macro Analysis
Our 'Macro Chartmania' series collects Macrobond data and focuses on a single chart chosen for its r...![]()
Commodities
COT: Gold sold despite multiple tailwinds
Ole Hansen
Head of Commodity Strategy
Futures positions and changes made by hedge funds across 24 commodity futures during the week to May...![]()
Forex
COT: Dollar short up in response to broad selling
Ole Hansen
Head of Commodity Strategy
Commitments of Traders report covering speculative positions and changes in FX, bonds and stocks in ...
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