Not All Winners Are Equal: 2021 EM FX Outliers and Implications for 2022
I explore the 2021 winners and losers among EM currencies, leading into the discussion on which of these performances were appropriate and which...
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Great Game: Despite New Aid, Ukraine will lose within 12 months. Plan Accordingly!
With all eyes on the Middle East for the past weeks and months, we haven’t focused as much on the ongoing war in Ukraine. In the big picture, not...
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Shipping Watch: Consider buying your Christmas presents now!
Let’s start with the current situation in the Red Sea. Things are very grim and the only container ships that currently dare to sail through the...
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Energy Cable: The Suez Troubles are WORSENING
Greetings from Copenhagen where temperatures have crawled back above 0 celsius and according to forecasts the weather seems to improve even more...
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The Great Game: Why Russia is Really Cutting Diesel Exports
Welcome to this week’s Great Game which follows in the footsteps of our overall energy and oil theme this week. In this piece, we will dive into...
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