Steno Signals #84 – The Red Sea troubles are spreading FAST!
Happy Sunday folks and welcome to our flagship editorial!We have been banging the drum on the re-acceleration of goods inflation due to the Red...
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Great Game: No Red Sea Solution in Sight
Welcome to this week’s Great Game! There’s a whole lot to cover in geopolitics currently, so let’s get straight to it:Peace in sight? As presented...
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Positioning Watch – How are markets positioned in inflation?
Like we mentioned in the first positioning watch of the year, holders of risk-assets have entered a slightly more cautious stance, and the classic...
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How Commodities Perform Around First Rate Cut
In a soft-landing economic environment, history suggests that commodity indexes stay stable around the first rate cut then trend higher six months...
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Suez and EIA Watch – Demand / Supply Getting Out of Balance?
Takeaway: Energy freight rates still not reacting to troubles in the Red Sea, with this week seeing another increase in container freight rate.
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