Portfolio Watch: Trading the next of the rolling melt-ups
Welcome to our weekly Portfolio Watch. We have had a decent week as our short bet on Utilities has started to deliver, while a continued long bet...
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Inflation Watch: Freight rates to reach 2022 levels impacting goods-inflation?
Freight rates are rising rapidly again, and no news (from Gaza) equals bad news for those hoping for lower goods-inflation. Rates on benchmark...
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Great Game – What will Raisi’s death mean for Iran’s future and the Middle East?
Welcome to this week’s Great Game after an eventful week in Geopolitics. This week we cover four topics: Iranian President Raisi dies in helicopter...
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The low-down on USA’s Russian Uranium Ban
Investors support Patriot, Metals x shareholder attends AGM, Biden signs bill to ban Russian uranium imports, waivers available until 2028, Rosatom...
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MPC Members Better Prepare a Bailey for the Coffee, While Ueda Better Pray for a Weaker JPY..
Welcome to the weekly “The week at a glance” publication where we look at the key figures during the week ahead and how to trade them. The Fed...
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