Out of the Box #18: Time for the Second Inflation Wave? AAAAAAH!
In our Out of the Box series we aim at addressing emerging topics before they turn into consensus narratives to be ahead of the curve in price...
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5 Things We Watch – ISM, Energy, German manufacturing, US labor market, Global Rates
Happy Wednesday, and welcome back to our weekly edition of 5 Things We Watch, where we take you through the 5 things that we are keeping an eye on...
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Services Week: What to Buy if Manufacturing Rebounds While Services Weaken?
This week’s theme is the weakening in the services sector amidst manufacturing potentially looking to rebound. We aim to cover all asset classes,...
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Energy Watch: Can Oil Rally 25% Further in Q4?
Welcome to this short and sweet Energy Watch on the back of the Saudi/Russian decision to prolong cuts of supply through Q4. It leaves a smell of...
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The Energy Cable #35 – Are Monster Draws Ahead?
From supply to demand side weakness in 12 months. Key take aways: As opposed to last year, Germany is now seeing the demand side...
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