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 or Premium plan. Already...
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 or Premium plan. Already a...
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 or Premium plan. Already a member? Login...
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