Headlines in the beginning of 2024 were dominated by shipping and logistic troubles but over the last months that has almost died completely down. With “no news” we continue to see spill-overs to goods inflation in coming months.
Energy Cable #55: Red Sea troubles leading to breakout in oil!
The Red Sea crisis contagion is spreading to the energy space. With signs of stress emerging in Energy Markets, we have entered a timely long as positioning remains light despite the ongoing Red Sea debacles.
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Energy Cable #51: Tensions increasing fast in the Red Sea
Tensions are clearly on the rise in the Red Sea with fatal stand-offs over the New Years weekend. The most recent satellite photo evidence suggests that supply chain disruptions are material but manageable. Will the Houthis propel energy- and transportation costs again?
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Energy Cable #50: Oil back in fashion
Oil is suddenly back in fashion on the back of a dovish FOMC meeting and supply disruptions in the Red Sea. Is the oil bet back on? Or is it too early?
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