Great Game – The 3 Biggest Geopolitical Risks for Markets Right Now
We give you our take on the hottest geopolitical topics of relevance to your portfolio. This week, we cover the 3 biggest geopolitical risks for...
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Normalization of Conditions Might Imply Lower Level for BDI
Baltic Dry Index (BDI)* settled at around ~1,808.00 points (USD) on July 29th, 2024 versus ~1,881.00 points (USD) on June 10th, 2024, which was the...
Suez and EIA Watch – Demand / Supply Getting Out of Balance?
Takeaway: Energy freight rates still not reacting to troubles in the Red Sea, with this week seeing another increase in container freight rate.
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EM by EM #39: All Roads Out of China Lead to Goods Disinflation
Takeaway: China serves as the primary deflationary force in the global macroeconomic landscape. Despite China’s slowing growth, policy responses...
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Energy Cable: 4 Charts that Should Keep Largarde up at Night
Takeaways: Price increases in goods likely to show up in Europe after the Summer. Watch out for energy prices once we start to fill up for next...
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