Macro & Oil Report: Markets on a knife edge Macro & Oil #119 In the latest EnergyScan podcast, Olivier Gasnier tells us that the sharp fall in equity markets and oil prices reflects major concerns about global growth and growing impatience with central banks, which are embarking on a new round of monetary easing or…
Gas & Power Report: European energy markets back to bearish mood after a hectic summer Gas & Power #118 In this week’s Gas and Power podcast, Julien Hoarau discusses the strong bullish move of energy prices this summer on the back of heightened geopolitical risks. But higher than expected nuclear power generation in France as…
Macro & Oil Report: Rate cuts are coming Macro & Oil #117 In the latest EnergyScan podcast, Olivier Gasnier tells us that The Fed is preparing to cut rates in September, and the ECB is likely to follow suit. The Fed’s goal is now to avoid causing an excessive slowdown in activity. Listen here Share…
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…
