Energy Cable: Saudis are pushing hard for a new oil bull market
Take aways:Freight rates are rising again and it will likely impact USD inflation in Q2 alreadyThe Saudis are trying to bring back the oil bulls...
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Steno Signals #98 â The recession panic is back right as liquidity is returning!
Happy Sunday from a wet Copenhagen!Let me just admit to it upfront. Last week didnât play out according to my macro thesis. The US cycle suddenly...
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Surprise Weakness Job Growth Brings Rate Cut Closer
âUS employment growth in April cools down and comes in lower than expected, Unemployment rate slightly above expectations, equities rally while...
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5 Things We Watch Ahead of the FOMC Meeting
Todayâs â5 Things We Watchâ will center around tonightâs FOMC meeting, which will not be any surprise to markets looking at the interest rate...
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Great Game â Could Biden Have Even More to Fear from Trumpâs Trial?
Welcome to this weekâs Great Game where we will catch up on events in the Middle East and also cover the Trump trial thatâs currently taking all...
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