Developments through 2022 have exposed the interlink between macro, geopolitics and markets. We see a risk of a (semi)permanent European GDP-shock due to a lack of energy. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan....
It is time to be humble about inflation. It is tricky to time the peak, why a basket with embedded windshields, should inflation re-accelerate, may be the best choice. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan....
European electricity markets are completely out of sync with fundamentals and we have spent most of this week understanding why - here is our take-away! To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member?...
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