Scandi Watch: Norges Bank -> A hawk flying among doves?
The Norwegian rates case is always interesting when we see significant moves in NOK, foreign rates, and energy prices. Norges Bank is in contrast...
449 Views
[ETP 30/2024] Oil Reels Under Macroeconomic Headwinds; Nat-Gas Sheds Gains to Oversupply Concerns
US crude inventories continue to decline, while gasoline stocks see largest drop since March. US natural gas inventories up YoY, TotalEnergies' Q2...
414 Views
The Return of La Niña // CTA Positioning Update
CTA Positioning Update The latest CTA picture by UBS shows that managed money is currently maxed long coffee and oil and max short corn, soybeans...
347 Views
Energy Cable: More pain to come in copper, while Nat Gas is a long trade?
Take aways: China will flood markets with copper supplyCopper har decoupled from macro fundamentals according to our PCA toolIt’s a tuck or war...
323 Views
Pickup in Gas Rigs Drive U.S. Oil & Gas Rig Count Higher
US oil and gas rig count rises for the second time in three weeks. Gas rigs increase by 3 while oil rigs drop by 1. Permian rig count remains flat...
340 Views