5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium
It’s Wednesday once again, and that calls for us to have a look at the 5 things in global macro that we are looking at to stay on top of markets...
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The Energy Cable #39: A Maturing Bull Market
The oil market consensus is getting very uniform as everyone and their mother has figured out that there is an obvious supply deficit through...
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EUR Inflation Watch: Another Couple of Months of EASY Disinflation on the Cards
It’s time for the monthly preliminary inflation numbers from Europe again and we are yet to fear a YoY re-acceleration in European numbers. Base...
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The Great Game: Why Russia is Really Cutting Diesel Exports
Welcome to this week’s Great Game which follows in the footsteps of our overall energy and oil theme this week. In this piece, we will dive into...
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Macro Nugget: Why the price at the pump matters for inflation expectations
When oil prices increase, so does CPI by nothing else than through its direct influence on retail energy prices. This effect holds true when...
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