EUR Watch: Damned if You Do Until You Are Damned if You Don’t
EUR assets will suffer if the activity levels rebound too quickly due to a lack of elasticity in the commodity/energy supply in Europe.
265 Views
5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
240 Views
Electricity Watch: Why Ze Germans Are OK for Now
Energy-sensitive sectors such as Chemicals, Metals and Autos will probably see improving orders to inventory ratios in a light cyclical upturn.
184 Views
EUROPOLITICS WATCH: Opposition Victory in Poland Opens Door for Ukraine in the EU?
The support of Poland will be key for Ukraine heading into negotiations with the EU. The Polish election on Oct 15th enjoyed significant...
226 Views
Great Game – 3 Key Predictions for the Ukraine War in 2024
Will Ukraine hold presidential elections next year and what about that Zaluzhny interview? The Ukrainian summer offensive has been an almost...
218 Views