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FX Watch: Everything that matters for EUR/USD is natural gas

FX Watch: Everything that matters for EUR/USD is natural gas

Is the EUR resilience basically just down to a continued decline in local energy costs? Natural Gas prices have explained almost the entire volatility in the EUR since 2021 and with the tide starting to turn in energy space, it may be time to watch out in FX space as well. Here is the data!

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5 Things We Watch – Fed, BoE, Energy, GDI/GDP & BoJ

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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The Great Game: Why Russia is Really Cutting Diesel Exports

The Great Game – Betrayal from the inside threatens OPEC solidarity

Why – even after successive cuts – does crude oil keep settling on a $70 barrel? The conundrum has pitted the OPEC+ alliance against each other. Suspicious eyes are turning away from outside foes, and are now looking inwards, trying to sniff out the mole who is free-riding on the collective. Will the imposter be detrimental to Saudi’s production cut strategy?

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Oil Watch: MBS vs. Biden intensifies

Oil Watch: MBS vs. Biden intensifies

Saudi Arabia once again attempts to gain the upper hand in the oil-market. There is no doubt that the frosty relationship between MBS and Biden plays a part in the ongoing oil-tango, but will Saudi Arabia succeed? We doubt it.

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The Energy Cable #39: A Maturing Bull Market

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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