Macro & Oil Report: Central bank rate cuts: hope revives, but caution remains

Central bank rate cuts: hope revives, but caution remains Macro & Oil #97 A consensus seems to be forming in favour of a general cut in central bank rates in June tells us Olivier Gasnier in the latest EnergyScan podcast. But signs of a pick-up in economic activity and persistent inflationary pressures are fuelling uncertainty. …

Markets continue to adjust to the new interest rate scenario

A deceptive trend reversal in rates Macro & Oil #94 In the latest EnergyScan podcast, Olivier Gasnier talks about misleading signals. According to him, The drop in the manufacturing ISM index does not call into question the temporary nature of the US slowdown, and the too-high euro area core inflation does not reflect any hidden…

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