The Energy Cable #41: There is something rotten in the state of EIA
Welcome to this week’s energy cable. In this edition, we will delve into last week’s EIA report and provide insights into the natural gas...
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Recession Playbook: Here is how we think the recession will pan out
We have refrained from taking a decisive stance on the recession timing through the year and have generally had the view that recession risks (for...
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Macro Nugget: How do markets react to turmoil in Gaza/Israel?
We have taken a look at the data over the course of the last five stand-offs between Israel and Hamas/Palestine on the back of the atrocious...
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German Labor Nugget: Will the Ukrainians play a role in German wage development?
With the Alternative Für Deutschland (AfD) on the rise in regional elections in Bayern (Bavaria) and Hesse, we have decided to look at the...
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Steno Signals #68: There is NOT enough buyers for bonds amidst all this
A deal between the US/Israel and Saudi Arabia seems off the table after this weekend. Oil markets are physically tight still, but there are some...
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