Services Week: What to Buy if Manufacturing Rebounds While Services Weaken?
This week’s theme is the weakening in the services sector amidst manufacturing potentially looking to rebound. We aim to cover all asset classes,...
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Energy Watch: Can Oil Rally 25% Further in Q4?
Welcome to this short and sweet Energy Watch on the back of the Saudi/Russian decision to prolong cuts of supply through Q4. It leaves a smell of...
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The Energy Cable #35 – Are Monster Draws Ahead?
From supply to demand side weakness in 12 months. Key take aways: As opposed to last year, Germany is now seeing the demand side...
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EUR Inflation Watch – It’s all about energy and food
Hello everyone, and welcome back to our usual inflation outlook for the Euro Area inflation coming out on Thursday. The format will – as always –...
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The Energy Cable #34 – Double Top… Now What?
Are we starting to see the early signs of a 2022 dynamic in LNG? The below chart describes the scenario we saw late summer last...
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