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Scandi Watch: Norges Bank -> A hawk flying among doves?

Scandi Watch: Norges Bank -> A hawk flying among doves?

The very mechanical rate path setup of Norges Bank allows us to track the rate path live, and in sharp contrast to elsewhere, it looks like we are ripe for another hawkish revision of the path in September.

The highly systematic rate path setup of Norges Bank allows us to track the rate path live. In sharp contrast to other regions, it appears that we are poised for another hawkish revision of the path in September.

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EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy?

EM Watch: Have Copper markets been hit by a bus full of tourists or by the Chinese economy?

The front-month Copper bet has been extremely popular in recent weeks/months, but is the Copper market being run over by a bus full of tourists or by an actual increase in the demand in the global economy? All roads lead to Shanghai!

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Energy Cable: The demand outlook in China is dreadful to say the least …

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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