Inflation Watch – Is goods-flation a bigger issue for the BoE and the ECB than the Fed?
With the release of freight rate data earlier today, there are still good reasons to believe that goods inflation will arrive throughout the...
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Ifo Watch – Is Germany rebounding against all odds?
The nationwide figure was released today at 14.00 CET, and despite headline CPI surprising a tad dovish compared to consensus of 0.2% MoM, we had...
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Positioning Watch – AI (NVIDIA) is overshadowing everything else
Hello everyone, and welcome back to our weekly positioning watch. Equities have been dragged higher over the past week after NVIDIA published yet...
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The Week At A Glance: Another hawkish EUR-flation surprise?
Welcome to our weekly overview of the most important key figure releases and how to trade them. We generally see a week of bad inflation news...
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Energy Cable: A new supply side crisis brewing in Nat Gas space?
The natural gas trade has started to move in recent weeks as the supply side looks constrained again. While the current situation doesn’t exactly...
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