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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Energy Watch: Time to Buy Oil Again?
We agree with OPEC that the demand side seems to be doing decent; paper markets are net short oil again. Our model is approaching the buy zone...
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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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Energy Cable #45 – The World Needs a Riyadh Accord
Last week we got news that MBS is still keen on pursuing a mega deal with the US that would normalize relations with Israel. We envisage a...
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Steno Signals #70 – 10 Charts You NEED to Monitor in Global Macro
Happy Sunday from Mallorca and welcome to our weekly flagship editorial. The world of Macro never fails at keeping us busy and this week I reveal...
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