Energy Cable: All the upside left in Henry Hub
Greetings from a rainy and cold Copenhagen. Since we haven’t talked about natural gas for a while we will start out here before turning to...
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Shipping Watch: Looks like container rates have topped for now
The latest data release from WCI shows the first w/w drop in US freight rates in a couple of months. Meanwhile Europe continues its drop in...
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EM Fixed Income: Emerging Markets Outlook & Strategy for February
The global economy is performing better than expected at the start of the year, with strong growth in emerging markets and resilient growth in...
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Great Game – Why Gaza Ceasefire is Coming Within 2 Weeks
Welcome to this week’s Great Game, where we cover the geopolitical topics of the hour. We’re gradually changing the format of the Great Game...
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Positioning Watch – Has the Sudden Change in Rates Pricing Changed Positioning?
Happy Monday, and welcome to our weekly positioning update! Markets seem to be back to normal dynamics, with US indices slowly drifting higher with...
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