INSIGHT PROVIDER
Ulrik Simmelholt

Ulrik Simmelholt
Junior Finance Analyst
Steno Research

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Multi-Asset Macroeconomics Cross Asset Strategy
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bearishMacroeconomics
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...

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bearishMacroeconomics
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...

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bullishGold
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...

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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...

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bullishNatural Gas
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...

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