5 Things We Watch – Central Bank Outlook, USDJPY, Natural Gas, Credit & Liquidity
Global macro never sleeps, and this week is no exception with ongoing turmoil in US equity space amidst the big 7 reporting earnings. The last...
347 Views
Pakistan Strategy - ECC approved gas price hike; Implications on Economy & Sectors/Companies
In a much-awaited development, the Economic Coordination Committee (ECC) of the cabinet approved a weighted average gas price hike of 70-75% for...
275 Views
Energy Cable #43: Price Resilience Despite Warm Weather
Temperatures in Europe and the US are above mean levels, but only prices in the US have reacted (materially), and there are no signs of actual weak...
284 Views
Positioning Watch: Shifting Gears without Panic
I sent Congress an urgent budget request to fund America’s national security needs to support our critical partners, including Israel and...
295 Views
The Energy Cable #42 – Quiet Self-Gratulation and Then onto Natural Gas and Crude Oil
Horrid scenes and continued unrest in the Middle East with major oil producing nations perhaps getting involved. What are the probable...
238 Views