2022-08-26
2022-08-25
EUROPE NG& ELECTRICITY PRICE
t happened! We had to 're-scale' the Eurozone NaturalGas and electricity prices chart!
My guess is that 'peak pain' is now and not during this winter, with storage rising quickly. Alternatives are most expensive now but will become cheaper as sources broaden
2022-08-24
VALUATION FLASH
IN THE NAME OF ALLAH THE MOST GRACIOUS THE MOST MERCIFUL
Earnings expectations are too upbeat, even without energy!
2022-08-23
US DOLLAR INDEX
The USD is spiking again, with the US Dollar Index reaching its highest level in 20 years.
A stronger US Dollar means tighter financial conditions. The question is it it is enough for the FederalReserve to keep the dream of an early 'pivot' alive
2022-08-19
2022-08-18
Subscribe to:
Posts (Atom)