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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Goodbye El Nino - Hello again La Nina // The case for Bitcoin
"El Nino has peaked and is declining, indicating a return to neutral in the southern hemisphere autumn 2024 (March-June)," the Australian Bureau of...
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Steno Signals #84 – The Red Sea troubles are spreading FAST!
Happy Sunday folks and welcome to our flagship editorial!We have been banging the drum on the re-acceleration of goods inflation due to the Red...
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Great Game: No Red Sea Solution in Sight
Welcome to this week’s Great Game! There’s a whole lot to cover in geopolitics currently, so let’s get straight to it:Peace in sight? As presented...
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