Positioning Watch – Where to Find Value Currently
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...
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COP28 Nuclear Deal – Implications for the Global Clean Energy Race
The COP28 in Dubai is coming to a close with COP28-president Sultan al-Jaber presenting the final resolution just this morning. Nearly 200...
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5 Things We Watch – EUR Inflation, Ifo Survey, Swedish CRE, Deposit Flights & Nuclear/Uranium
It’s Wednesday once again, and that calls for us to have a look at the 5 things in global macro that we are looking at to stay on top of markets...
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The Energy Cable #39: A Maturing Bull Market
The oil market consensus is getting very uniform as everyone and their mother has figured out that there is an obvious supply deficit through...
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The Energy Cable #38: Time to switch exposures in Energy space?
Warren and 3Fourteen Research has been bang on with their bullish crude trade posted in July, which has returned approx. 33%
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