Markets full of doubts

Markets full of doubts Macro & Oil #83 The euphoria of late 2023 has given way to doubts: what if the Fed does not cut rates as much as hoped in 2024? In the latest EnergyScan podcast, Olivier Gasnier looks back on a rather gloomy start to the year on the markets. Listen here Share this news…

Bears in charge of energy prices in Europe

Bears in charge of energy prices in Europe Gas & Power #79 In this week’s Gas and Power podcast, Julien Hoarau discusses about the drop in wholesale energy prices in Europe despite the onset of the first cold winter weather episode. Is this bearish trend backed by fundamentals and is it due to last?   Listen…

Hesitation

Hesitation Macro & Oil #78 In the latest EnergyScan podcast on Macro & Oil, Olivier Gasnier explains that the markets are optimistic about a possible US soft landing, while business sentiment seems to stabilise in Europe. But the indicators are mixed and the Chinese property crisis is back in the spotlight. Listen here Share this news…

Energy prices still find resistance on the downside in Europe

Energy prices still find resistance on the downside in Europe Gas & Power #77 In this week’s Gas and Power podcast, Julien Hoarau discusses about the slowly decreasing risk premium in energy prices in Europe despite a comfortable supply/demand balance in the short term and about recent developments on the future price scheme for French…

The perfect scenario?

The perfect scenario? Macro & Oil Podcast #76 In this week’s Macro & Oil report of the EnergyScan podcast, Olivier Gasnier explains that the ideal scenario of disinflation and soft landing seems to be taking shape, but that the risks of things not going according to plan have not disappeared.  Listen here Share this news :…

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