Macro & Oil Report: Rising interest rates and falling oil prices despite the conflict between Israel & Iran Macro & Oil #101 Who would have thought that a direct confrontation between Israel and Iran would lead to a fall in the price of oil and a rise in US Treasury yields? In the latest EnergyScan…
Macro & Oil Report: United States – Euro zone: interest rate scenarios put to the test Macro & Oil #99 For some time now, the prospect of simultaneous rate cuts by the Fed and the ECB has made little sense given the respective economic situations of the two blocs. In the latest EnergyScan podcast, Olivier…
Gas & Power Report: Diverging paths for energy prices ahead of the shoulder season Gas & Power #98 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…
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. …
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…
