Energy

This week’s <i>Global Investment Strategy</i> report titled Fourth Quarter 2022 Strategy Outlook: A Three-Act Play discusses the outlook for the global economy and financial markets for the rest of 2022 and beyond.

Executive Summary EU Metal Industry Under Threat EU Energy Crisis, Strong USD Imperil Bloc’s Metals Industry…

Executive Summary What To Do With The Euro? What To Do With The Euro…

Executive Summary Higher Brent Prices, Stronger Upside Bias Higher Brent Prices, Stronger Upside Bias…

Executive Summary The US inflation surprise increases the odds of both congressional gridlock and recession, which increases uncertainty over US leadership past 2024 and reduces the US’s ability to lower tensions with China and Iran.   Despite…

Listen to a short summary of this report     Executive Summary GIS Projection For The EUR/USD It’s Time To Buy The Euro…

Executive Summary At the margin, the European Union’s proposed €140 billion “windfall profits” tax on electricity providers not using natural gas to generate power will blunt the message markets are sending to consumers to conserve energy, by distributing…

Dear client, We will not be publishing the US Equity Strategy next week, as I will be participating in BCA Investment Conference. We will return to our regular publishing schedule on September 19, 2022. Kind Regards, Irene Tunkel   Executive…

Listen to a short summary of this report     Executive Summary On the eve of the pandemic, most developed economies were operating at close to full capacity – the aggregate supply curve, in other words, had become very steep (or inelastic…

Executive Summary US Military Constraint: Strait Of Hormuz Will Iran Crisis Be Averted…