5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
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Energy Watch: Time to Buy Oil Again?
We agree with OPEC that the demand side seems to be doing decent; paper markets are net short oil again. Our model is approaching the buy zone...
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Great Game – 3 Key Predictions for the Ukraine War in 2024
Will Ukraine hold presidential elections next year and what about that Zaluzhny interview? The Ukrainian summer offensive has been an almost...
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Saudi Arabia: Scaling New Heights
Saudi Arabia is the 2nd largest country underweight in EM. On average, GEM active managers are underweight Saudi by -2.49%, with 79% of funds not...
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Monthly Geopolitical Comment: Watch the Second Front of Trade War, Opened by the US Against EU
The upcoming meeting between top-level US and China officials in Washington, scheduled for 10 October, is the first critical event to watch. An...
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