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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Steno Signals #66: Buckle up for the energy crisis 2.0
Is there another major energy crisis in the making and how does it differ from the crisis in 2021/2022? We have long held the view that the...
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