Happy Tuesday to everyone from a freezy Copenhagen, where temperatures in Northern Europe finally get to test the natural gas markets. Before we get to that, we first have our OPEC preview.
German politicians have agreed to subsidize energy bills for the heavy industry, which will likely lead to an increased demand for a scarce commodity. Is this the right timing to enter long bets in Natural Gas again?
USDJPY will probably be THE pair to watch, as a break of the 150 handle will be catastrophic for risk sentiment and the path for BoJ. Read what else to look out for in global macro in our 5 things to watch.
Is the oil bull market about to become old hat? We are turning our attention to Natural Gas and Uranium to find value in energy markets. Find out why here!
Is the divergence between energy stocks and oil markets worth noticing? And could the risk/reward be shifting towards other parts of the energy space?