Europe
Executive Summary Natural Gas Markets Eerily Quiet
Natgas Markets: The Eye Of The Storm…
Executive Summary The Efficient Market Hypothesis (EMH) is flawed. This Holy Grail of financial economics assumes that investors are a homogenous bunch with identical investment horizons, when the reality is that investors have a wide spectrum of time…
Executive Summary Competing Forces On Global Bond Yields
Competing Forces On Global Bond Yields…
Improving Energy Inflation Outlook For Europe…
Weak Economic Conditions Limit ECB Hawkishness…
Listen to a short summary of this report. Executive Summary Sentiment On Sterling Is Depressed
Sentiment On Sterling Is Depressed…
Executive Summary Crude Oil Prices Will Remain High
Crude Oil Prices Will Remain High…
Has Cable Bottomed…
Executive Summary Investors face a dilemma. The faster that inflation comes down, the better it will be for valuations via a stronger rally in the bond price. But if a collapse in inflation requires a sharp deceleration in growth, the worse it will be for…
Executive Summary EU Embargoes Russian Oil
Energy Cutoff Continues (GeoRisk Update…