bearish
Steno Signals #66: Buckle up for the energy crisis 2.0
334 Views25 Sep 2023 08:20
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 tightness in energy markets...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Top 5%
Steno Research
Macro and Geopolitical Research House
- Steno Signals #67 – 150bps Higher 10yr Yields and Parity up Next in EURUSD?02 Oct 2023
- The Great Game: Why Russia is Really Cutting Diesel Exports26 Sep 2023
- Macro Nugget: Why the price at the pump matters for inflation expectations26 Sep 2023
- Portfolio Watch: The wheels are coming off in Europe23 Sep 2023
- Steno Signals #65 – The 4 things that worries me the most in global macro right now18 Sep 2023
x