Renewables’ role in power-hungry data centers is overstated. Natural gas will fill clean electricity’s data center supply shortfall, particularly in the US and Europe.
Israel’s attacks on Iran will continue until Iran is forced to strike regional oil supply to get the US to restrain Israel. That may not work. Investors should prepare for a broader economic impact of the conflict.
Investors should hold gold, build up some cash, tactically overweight US equities relative to global, and prepare for at least minor oil supply shocks – possibly major shocks – as the Israel-Iran war escalates.
In this month’s Beta report, we continue our series supporting our bullish thesis on Europe. We take a deep dive into the aftermath of the European energy crisis – dispelling the myth that Europe faces risks of imminent…
This report looks at investment implications, for Norwegian assets, given the recent meeting, from the Norges Bank.
Our European strategists evaluate the looming threat of US tariffs on Europe, as it is President Trump’s next trade target after Canada, Mexico and China. While a deal centered on European energy imports and defense spending is…
Europe is about to become President Trump’s next target. The good news: a US/EU trade war will be short as common ground to achieve a deal exists. The bad news: European assets remain at the mercy of heightened uncertainty. How…
A confluence of both supply and demand factors contributed to the natural gas rally over the past few months. This trend could continue for a while longer. However, cyclical and structural factors ultimately argue against a sustained…
The global political system is destabilizing and the US will turn more hawkish in foreign policy, trade policy, or both, regardless of the election outcome. Tactically go long the dollar.