Hopes are high in the West with Leopards soon being let loose in Ukraine. But we see a much darker time ahead for the Ukrainians. We deliver you our 3 current conclusions and 3 key predictions on what’s next.

Hopes are high in the West with Leopards soon being let loose in Ukraine. But we see a much darker time ahead for the Ukrainians. We deliver you our 3 current conclusions and 3 key predictions on what’s next.
Whoa, what a week it has been in Ukraine. Russian calls for ceasefires, rumours about Putins imminent death and now the prospect of German Panzers rolling around Ukraine. Have we just entered 1943 and not 2023? And does the huge influx of Western armored vehicles change our outlook on the war?
What to make of the Russians making headway around Bakhmut and Ukraine striking deep into Russian hinterland? And what dilemmas await the West?
Energy has been THE performer of 2022, but is there any energy left in the trade as commodity markets are turning bearish? We look at price action and fundamentals underlying the consensus trade #1
Forget all about the Saudi-Iran Cold War or the Palestinian question. The real agenda of the Middle East is the rise of the Turkic countries and the ascent of Turkey to Great Power status
European electricity markets are completely out of sync with fundamentals and we have spent most of this week understanding why – here is our take-away!