Central Banks Hold Steady Amid Global Economic Uncertainty
Reminder. China Mobile (941 HK) will release 2024 results tonight at 19:00h (HK time) and announce their dividend. Large volume traded yesterday in...
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The Week at a Glance: Stagflation or (temporary) Goldilocks?
Remember that we are replacing our “Something for your Espresso” with “The Week at a Glance” every Monday, featuring forward-looking expectations...
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Scandi-flation Watch: Finally a bit of respite?
Welcome to our Scandi inflation watch. Based on public demand, we will release our SEK and NOK inflation views on a running basis as...
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NEW EU FISCAL RULES – Victory for the Expansionists or the Prudentials?
Amidst the prospect of a soft landing and lower interest rates, the European Council unanimously voted in favor of reinstating fiscal safeguards...
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Energy Cable #48 – Natural Gas Longs to Scholz: “Thank You!”
Last week’s much anticipated OPEC meeting concluded with the decision to cut production further by 1 million barrels per day.
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