Energy Cable: Saudis are pushing hard for a new oil bull market
Take aways:Freight rates are rising again and it will likely impact USD inflation in Q2 alreadyThe Saudis are trying to bring back the oil bulls...
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Steno Signals #98 – The recession panic is back right as liquidity is returning!
Happy Sunday from a wet Copenhagen!Let me just admit to it upfront. Last week didn’t play out according to my macro thesis. The US cycle suddenly...
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Surprise Weakness Job Growth Brings Rate Cut Closer
US employment growth in April cools down and comes in lower than expected, Unemployment rate slightly above expectations, equities rally while...
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5 Things We Watch Ahead of the FOMC Meeting
Today’s ‘5 Things We Watch’ will center around tonight’s FOMC meeting, which will not be any surprise to markets looking at the interest rate...
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Great Game – Could Biden Have Even More to Fear from Trump’s Trial?
Welcome to this week’s Great Game where we will catch up on events in the Middle East and also cover the Trump trial that’s currently taking all...
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