Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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Oil Prices Surge on OPEC+ Decision, US Inventory Buildup Slows Momentum
OPEC+ holds firm on output targets, propelling oil prices higher amid supply fears and geopolitical tensions. US inventory buildup tempers gains.
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Dominant US Crude Production Has Transformed the Importance and Size of Strategic Petroleum Reserve
US SPR is at a forty-year low. Should that be a source of concern? Perhaps not. As the world’s largest crude producer, USA is self-reliant on crude...
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Scandi Watch: More NOK Liquidity Coming, but with Positive FX Spot Effects?
Norway is currently considering a set of financial proposals that could significantly impact its currency and overall money market...
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Emerging Markets: Legs to the Korea case or time to cash in?
We see growth trending higher in the cyclical parts of the economy through April on our models and nowcasts, and Korean industries are...
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