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…
Markets continue to adjust to the new interest rate scenario Macro & Oil #90 Rates continue to rise as we await January’s US inflation figures tells us Olivier Gasnier in the latest EnergyScan podcast. Another key week ahead… Listen here Share this news : Check our latest post January 17, 2024 Gas & Power Report: Energy prices…
EMD reform – episode 1 – the key features Special Episode #1 This week, we kick off our talks on regulation and market design with a series of three podcasts dedicated to the EU’s Electricity Market Design reform. In this first episode, Zélie Gautier talks about the main features of the electricity market reform finalized…
Prospects for a rate cut in the US seriously shaken Macro & Oil #89 There are three main lessons to be learned from the past week tells us Olivier Gasnier in the latest EnergyScan podcast: 1) the Fed’s rate cut looks increasingly doubtful; 2) the US/eurozone growth gap is widening; 3) oil prices have started to…
The comeback of “Higher for longer”? Macro & Oil #86 The prospect of a rapid rate cut by central banks is receding in the US and Europe, but with radically different effects on the markets, reflecting very contrasting economic situations tells us Olivier Gasnier in the latest EnergyScan podcast. Listen here Share this news :…
