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INSIGHT PROVIDER
Ulrik Simmelholt
Junior Finance Analyst
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Steno Research
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Location:
Denmark
Joined:
02 January 2023
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bearish
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Macroeconomics
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04 Dec 2024 13:47
The Drill: China and Russia Are Intensifying the Commodity Battle?
The OPEC+ meeting is finally taking place after the Kremlin managed to get Zoom working on Windows 7. Early reports from delegates suggest that...
Steno Research
272 Views
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bearish
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Macroeconomics
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27 Nov 2024 13:10
The Drill: Fade the tough Trump tariff talks
The recent threats of heavy tariffs on Canada and Mexico appear to be aimed at pressuring those governments to address U.S. concerns regarding...
Steno Research
208 Views
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bullish
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Gold
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21 Nov 2024 11:01
The Drill: Commodities post Trump election
The Drill: Could nuclear be the next Trump bet? This week’s The Drill examines commodities in the aftermath of Trump’s election, where calm has...
Steno Research
159 Views
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bullish
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Cross Asset Strategy
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13 Nov 2024 11:50
The Drill: A Look at Trump’s Policy and Their Impacts
Production hikes means the end of OPEC; we present a long list of what to expect on the geopolitical front from Trump; on trade/economy don’t...
Steno Research
217 Views
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bullish
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Natural Gas
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30 Oct 2024 11:49
The Drill – Time to play the Natural Gas case again?
Dutch TTF is trading at its highest YTD price as supply is getting hit on various fronts. Firstly, as a consequence of the Houthis shenanigans in...
Steno Research
260 Views
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