Energy Watch: Can Oil Rally 25% Further in Q4?
Welcome to this short and sweet Energy Watch on the back of the Saudi/Russian decision to prolong cuts of supply through Q4. It leaves a smell of...
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Ifo Watch: The German de-industrialization continues
Yesterday morning we had the anticipated German Ifo report come out in full, and while most parameters did not surprise, some might just be worth...
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The Energy Cable #35 – Are Monster Draws Ahead?
From supply to demand side weakness in 12 months. Key take aways: As opposed to last year, Germany is now seeing the demand side...
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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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