Macro & Oil Report: Faced with political uncertainty, the markets are relying on hopes of a rate cut Macro & Oil #113 The political outlook is not the clearest in the US and France, but the markets prefer to judge that the worst has been avoided and reassure themselves with the reinforced prospects of central…
Gas & Power Report: Energy markets in a wait-and-see mood Gas & Power #112 In this week’s Gas and Power podcast, Julien Hoarau comes back on the main moves of the past few weeks across gas and power markets. Spot power prices continue to show strong volatility in Europe amid unsettled weather patterns and lingering…
Macro & Oil Report: The noose is tightening on the eurozone Macro & Oil #110 With the economic recovery barely underway but already running out of steam, a simmering political crisis and a central bank forced to wait for the Fed to signal a rate cut, the outlook for the eurozone is darkening once again.…
Gas & Power Report: Gas supply concerns are back to fore, French spot power prices sink again Gas & Power #106 In this week’s Gas and Power podcast, Julien Hoarau discusses about the recent increase in wholesale gas prices in Europe following news of a potential cut in remaining Russian pipeline flows through Ukraine. French…
Macro & Oil Report: US economy: what we see and what we want to see Macro & Oil #105 In the latest EnergyScan podcast, Olivier Gasnier tells us that the US economic slowdown seems to be materialising faster than disinflation, rather than the reverse, as the US stock markets seem to think. Listen here Share…
