Portfolio Watch: Riding a Rollercoaster
Main Takeaways: – The Yellen Put is still alive while Powell is tied to his (premature) December pivot– We find it likely that volatility will...
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Suez Watch: Is the peak in freight rates in?
The most noticeable data point from freight rates was the drop in the route from China to Europe. It looks like the buyers couldn’t stomach higher...
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The Great Game – Iran-USA War?
Things are heating up in the Middle East with Israel still carrying out offensive operations in Gaza, the Houthis still threatening international...
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Energy Cable #55: Red Sea Troubles Leading to Breakout in Oil!
Last week we wrote “For crude oil, the Houthis still let VLCC through the Suez hence crude’s range bound trading between 75-80 USD throughout Jan...
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Positioning Watch – Markets betting on lower rates and higher oil prices
Welcome back to our weekly positioning watch, where we as always provide you with our latest findings on sentiment, positioning, and everything in...
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