The Energy Cable #42 – Quiet Self-Gratulation and Then onto Natural Gas and Crude Oil
Horrid scenes and continued unrest in the Middle East with major oil producing nations perhaps getting involved. What are the probable...
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Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
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EM by EM #25 Lighting the fuse in the Middle East?
Printing Oil instead of borrowing USD is what separates EM’s right now- and the Saudi’s still have leverage. USDCNY & USDJPY could prove to be the...
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OPEC & EIA nugget: A day of reckoning ahead for Oil
The weekly EIA data is out at 11.00 am ET after last week’s data sparked a massive sell-off in oil markets. The implied Gasoline demand dropped...
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5 Things We Watch: Recession, Gasoline, Temperatures, Geopolitics and Portfolio
This week we are watching out for the following 5 topics within global macro: Recession, Gasoline, Temperatures, Geopolitics, Portfolio.
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