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...
216 Views
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 –...
222 Views
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...
372 Views
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...
307 Views
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.
271 Views