Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
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Saudi Arabia Is Now in Charge of the Federal Reserve
Whether the Fed hikes again largely depends on Saudi Arabia and oil and energy prices, all outside Powell's span of control.
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PPI Nugget: New Pressures On Producer Prices To Come?
Energy is the main culprit behind the reacceleration but it is also starting to spill-over the various broader goods categories. The cyclical...
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US CPI Review – 10% increase in Energy Inflation!
What a report that just dumped in our inbox. Both core and headline surprise on the upside of expectations MoM, with headline increasing from 3.2%...
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The Energy Cable #37 – The good old fossil fuels are back in business
Welcome back to the Energy Cable, where we always try to be concise and concrete about what’s going on in the energy space. The...
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