How Are Gas Operators Navigating the Difficult Gas Environment in 2024?
Operators in gas basins are cutting capital spending due to weak prices, with production levels decreasing and gas storage levels above average,...
191 Views
Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
228 Views
Commodity & Shipping Watch: Time to get back into the shipping bets?
Negative roll yield killing BCOM returns, even as spot has performed OKWe need to see some serious stimulus out of China for broad...
328 Views
5 Things We Watch – Natural Gas, ECB, Crypto, Liquidity & Positioning
Hello everyone, and welcome to our ‘5 Things We Watch’, where we as always provide you with 5 things that we find particularly interesting in the...
138 Views
Macro Regime Indicator: MORE liquidity is coming
Greetings and welcome to this month’s Macro Regime Indicator. Financial markets have behaved pretty much just as we laid out in last month’s...
252 Views