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...
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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.
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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...
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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...
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Portfolio Watch: November Bear Market Rally?
As I am sure you are aware we have been awaiting the exact market move we have seen this week: The long end of the UST curve catching a breather...
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