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…
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. …
