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...
277 Views
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...
261 Views
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...
257 Views
Portfolio Watch: The wheels are coming off in Europe
Happy Friday and welcome to our weekly Portfolio Watch where we discuss trade ideas from a risk/reward perspective. Conclusions up front:– The...
418 Views
EM by EM #22 The Good, the bad and the ugly
EM’s are desperate for a weaker USD and may see some brief yet necessary breathing room from the pending US Government Shutdown.
468 Views