Ifo Nugget: Confirmed.. The only inflation you’ll get in Germany is supply driven
We’ll start by addressing the title of this month’s Ifo nugget. We note from our two main models for predicting demand driven price pressures that...
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Energy Cable: Inflation starting to bite equities
Hi everyone and welcome to this week’s energy cable from a sunny and cold Copenhagen. If you haven’t yet, I’ll recommend that you read our update...
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Energy Cable: Good Luck Reaching Your 2% Target, Powell
Greetings from a sunny but windy Copenhagen where we bring you a short but chart heavy edition of the Energy Cable. What a week in macro and...
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The week at a glance: Soft CPI in UK and a BIG positive surprise from China?
Happy Monday and welcome to our short and sweet coverage of the data calendar for the week ahead. We try to map the events with market moving...
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Energy Cable: Melt UP in commodities upcoming?
Take aways: Booking profits in crude, staying long in broader metals Crude predicting ISM to turn in 6-9 months time. Sluggish German IP ahead....
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