EUR Inflation Watch – It’s all about energy and food
Hello everyone, and welcome back to our usual inflation outlook for the Euro Area inflation coming out on Thursday. The format will – as always –...
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Portfolio Watch: Waiting for Godot, Powell and 7.30
We have added a few Europe skeptical bets to our portfolio lately with short GBP/USD and EUR/KRW based on the logic that the Asian malaise will...
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The Energy Cable #34 – Double Top… Now What?
Are we starting to see the early signs of a 2022 dynamic in LNG? The below chart describes the scenario we saw late summer last...
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Traders Remain Neutral Commodities // Copper Loses as China Falls Apart
The vast majority of oranges produced in the US come from Florida, which has been hobbled by hurricanes and a cold snap, massively hampering supply.
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The Energy Cable #33 – The handoff – From positioning to fundamentals
Steno Research: Stubbornness despite Chinese demand woes As China’s economic woes deepen with the housing market slumps, we note that the demand...
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