Energy Cable #61: Commodities are breaking out #2!
Last week we wrote about the price action in commodities and the week ended in some strong gains across the space. Our portfolio remains tilted...
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FX Watch: Tough times ahead for king USD?
Take-aways upfront: The USD looks to have broken the clear downtrend from Q3/Q4 last year, but the combination of rising inflation expectations...
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Policy Watch: The German ‘Debt Brake’ on EU Green Tech Ambitions
In November 2023, Germany’s constitutional court made a landmark ruling that had significant implications for the country’s budget and investment...
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Out of the Box: Cut Rates if You Want Lower Inflation, Powell
In our “out of the box” series, we aim at being ahead of the current consensus narrative and think of the next theme that could drive price action...
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The Sun Is the Same, in a Relative Way, but Vol Is Lower
Last week's key events included Federal Reserve Chair Powell's testimony and the non farm payrolls report, with a focus on the need for more data...
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