Macro & Oil Report: The noose is tightening on the eurozone Macro & Oil #110 With the economic recovery barely underway but already running out of steam, a simmering political crisis and a central bank forced to wait for the Fed to signal a rate cut, the outlook for the eurozone is darkening once again.…
Gas & Power Report: Gas supply concerns are back to fore, French spot power prices sink again Gas & Power #106 In this week’s Gas and Power podcast, Julien Hoarau discusses about the recent increase in wholesale gas prices in Europe following news of a potential cut in remaining Russian pipeline flows through Ukraine. French…
Macro & Oil Report: US economy: what we see and what we want to see Macro & Oil #105 In the latest EnergyScan podcast, Olivier Gasnier tells us that the US economic slowdown seems to be materialising faster than disinflation, rather than the reverse, as the US stock markets seem to think. Listen here Share…
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…
