Macro & Oil Podcast #28 In this week’s Macro & Oil energyscan podcast, Olivier Gasnier talks about how inflation is up in the Eurozone which is bound to mean higher rates and for longer time. The trends are less alarming in the US where it seems it is only job growth which is resisting monetary…
Macro & Oil Podcast #27 In this Macro & Oil energyscan podcast, Olivier Gasnier talks about the declines in the equity market for the third week in a row, surely due to monetary policy not functioning as well as expected, as inflation is still high and PMIs are on the rise. Markets are including more…
Macro & Oil Podcast #25 The publication of much higher than expected US inflation numbers last week prompted the market to re-evaluate the efficiency of monetary policy, and thus fear longer and higher rate hikes. These fears have also made their way to Japan, England and the EU, where next week, the publication of PMIs…
Gas & Power Podcast #24 In this episode of the weekly EnergyScan podcast about the Gas&Power markets, Julien Hoarau tells us about how gas and power prices are trading rangebound mode and that is, despite moving fundamentals. Indeed, weather is volatile with forecasts predicting milder weather this week and a cold spell to come. Gas…
Macro & Oil Podcast #23 In this episode of the weekly EnergyScan podcast about the Macro & Oil market, Olivier Gasnier tells us about the movements in market sentiment: spirits were very high last week after the Fed announced a diminution of rate hikes, but are back down now due to the publication of the…
