The Energy Cable #37 – The good old fossil fuels are back in business
Welcome back to the Energy Cable, where we always try to be concise and concrete about what’s going on in the energy space. The...
308 Views
The Great Game – Who’s more powerful, Joe Biden or Kim Kardashian?
Welcome to this week’s Great Game! Now, I know that we have been quite critical of the U.S. Administration and Joe Biden in particular. While it’s...
303 Views
Steno Signals #64 – The one on ESG-flation, oil and other tangibles
Welcome to our weekly flagship editorial. Remember that you can always follow our portfolio live right here. As per usual, this is where you will...
233 Views
Positioning Watch: The USD Wrecking Ball & Oil’s Roaring Rally
In a week where the USD is celebrating its longest rally streak in 9 years with 8 consecutive weeks of outperforming currency peers, it’s...
383 Views
Portfolio Watch: Anyone Still in Doubt of the US Superiority?
Avid readers of our research have likely noted how we have mentioned the US macro superiority to the Euro area in right about every single article...
342 Views