EIA Watch: ALL TIME HIGH Oil demand, but so what?
Welcome to our weekly EIA watch, where we look at the implied energy demand numbers in the US economy and pair them with trends on the supply...
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EM by EM #33: Early Hikers = Early Steepeners?
Conclusions up front:– The early hikers club comprising e.g. Brazil and Mexico could be a decent steepener trade from here as long as FX vol...
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5 Things We Watch – Liquidity, Bond positioning, Oil, Consumer spending & Rates
We’ve spent the past 2 days in London, meeting clients and hedge funds, and there was a lot of support for the idea/notion that...
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Great Game – War over Oil… In LatAm?
Welcome to this week’s geopolitical round-up. We’ll have a look at the most recent events of which we have seen quite a few!Venezuela moving to...
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Energy Cable #48 – Natural Gas Longs to Scholz: “Thank You!”
Last week’s much anticipated OPEC meeting concluded with the decision to cut production further by 1 million barrels per day.
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