Out of the Box #20: Gas and Steepeners Brought to You by Muftis and Tsars
The risk/reward in going long Natural Gas is getting better by the week currently The European and Japanese trade surplus/deficit is 100% under...
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The Energy Cable #39: A Maturing Bull Market
The oil market consensus is getting very uniform as everyone and their mother has figured out that there is an obvious supply deficit through...
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The Great Game: Why Russia is Really Cutting Diesel Exports
Welcome to this week’s Great Game which follows in the footsteps of our overall energy and oil theme this week. In this piece, we will dive into...
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Macro Nugget: Why the price at the pump matters for inflation expectations
When oil prices increase, so does CPI by nothing else than through its direct influence on retail energy prices. This effect holds true when...
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Positioning Watch: Higher for longer vs Lower for longer?
Hello everyone, and welcome back to our weekly weekend Positioning Watch. The Central Bank bonanza week has come to a close, with only a few...
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