Energy Watch: Red Sea Situation Is Worsening with Spill-Overs to Energy
Welcome to our Energy/EIA watch,We continue to see extraordinary strong demand for energy in the US, but weaker demand in Europe and...
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Energy Cable #52: Suez Troubles or a Houthi peace deal with Shipping companies?
Takeaways up front:One Russian tanker passing through the SuezCommodities and energy looking interesting given global macroThe demand side in...
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Positioning Watch – Risk aversion is back?
The latter half of 2023 was all about the soft (perfect) landing narrative, which made markets party like there was no tomorrow. It almost looked...
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China’s Role as Commodity Importer & The Problem that Emerges for the Soybean Complex
We all know about China’s importance in global trade as it is the single most important importer of many key commodities and raw materials.
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Portfolio Watch: Chasing ships and fading narratives
Hello everybody, and welcome back to our weekly Portfolio Watch!We’re kicking off the year with profits and it’s safe to say that the opening days...
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