Energy Cable #48 – Natural Gas Longs to Scholz: “Thank You!”
Last week’s much anticipated OPEC meeting concluded with the decision to cut production further by 1 million barrels per day.
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Steno Signals #76: The Fed Has Lost Control of Liquidity Trends
It seems like the narrative lags the actual price action. 2024 estimates/outlooks are turning upbeat, while positioning is one way traffic towards...
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OPEC, EIA and Nat Gas Watch: A Lukewarm but Bullish Supply Cut
After a load of speculations and postponements, the OPEC group finally delivered a press release, but there are still many uncertainties around...
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Energy Cable: The Review that Became a Preview!
Our apologies for the slightly delayed Energy Cable. I got caught up in the hospital with my son late yesterday, but everything is fine now! What...
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Positioning Watch – All About the Soft Landing Narrative
Hello everyone, and welcome back to our weekly positioning watch, where we as always try to dig down into the latest positioning data and give you...
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