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Nuclear Nugget (FREE): 3 Questions For The Nuclear Space

Nuclear Nugget (FREE): 3 Questions For The Nuclear Space

Hi and welcome to this free post where we wanted to touch upon uranium and nuclear energy since it has been a trending topic for a couple of weeks now. We pose 3 questions which we briefly try to answer in order to give you an idea where we are and what is going on in the uranium and nuclear space.

Portfolio Watch: Any juice left in the anti-Europe bet?

Portfolio Watch: Any juice left in the anti-Europe bet?

The short Europe bet is getting increasingly crowded but for good reasons, while the energy bet, impressively, is not overly crowded yet. That is comforting for EUR shorts as energy is a main driver of European versus US allocation.

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Something for your Espresso: A diesel crisis is brewing

Something for your Espresso: Energy is back

Early evidence from Germany suggests that energy is back wreaking havoc with the disinflation momentum. Meanwhile markets see the landslide in job openings in the US as recessionary, but is it really?

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5 Things We Watch – ISM, Energy, German manufacturing, US labor market, Global Rates

5 Things We Watch – The Equity Rally, the Chinese consumption problem, Consumers vs Corporates, 20/21 reversed?, MBS and the Fed

The equity rally continues, Xi is in the middle of structural issues, house lending is falling off a cliff in EZ and inflation is waning fast. Read more about the 5 things that we watch currently in this week’s edition of ‘5 Things We Watch’.

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The Energy Cable #23 – MBS vs Biden!

The Energy Cable #23 – MBS vs Biden!

The battle between MBS and Biden seems to be intensifying and so far Saudi Arabia is struggling to get the upper hand. Will the OPEC+ supply cut prove to be a game changer for markets?

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Commodity watch: Taking the temperature on commodities

Commodity watch: Taking the temperature on commodities

In short: 

Watch out for the OPEC meeting this week as desperation can become the killer of solidarity, Easing energy pressures lending a helping hand to the EM space, Industrial metals screaming for more Chinese credit impulses 

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The Energy Cable #37 – The good old fossil fuels are back in business

The Energy Cable #22 – China is not playing ball

Will OPEC+ be able to rock the boat in energy markets again? Saudi Arabian budget break-evens are probably 5-7$ above current selling prices and MBS could be tempted to try and force the price higher again. The issue is that China is not playing ball and other OPEC+ members oppose further production cuts.

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The Energy Cable #37 – The good old fossil fuels are back in business

The Energy Cable #20 – The Tension Builds

The Chinese comeback is still very services based, which has proven to be an issue for the energy bull case. Will the Chinese momentum be reignited in H2 and where does it leave the energy space?

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The Energy Cable #37 – The good old fossil fuels are back in business

The Energy Cable #19 – Watch out for temperatures to be a joker in Nat Gas markets

Even the scarcity of energy will probably not bring bullish price-action back to natural gas markets, while the outlook for oil is brighter. Can oil and gas crush the obstacles that they are faced with? Find out in this version of the energy cable, where Warren and I as usual don’t quite agree.

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The Energy Cable #37 – The good old fossil fuels are back in business

The Energy Cable #18 – Dwindling USD liquidity and Oil

Few markets have shown ambiguity like energy markets have, and the ghost of 2022 still haunts many investors deterring them pulling the trigger. Is a sequel brewing, or will the deterioration continue? We present to you two different takes on the matter.

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