Goldman’s flow guru, Scott Rubner, has been calling the market very well over the past months. He is starting to change his bullish thoughts: The remaining bears have capitulated, and sentiment is ...
This week, the Federal Reserve meeting places the Fed in what some call a difficult situation. They can either stick to their initial plan of raising rates by another 25 basis points and signaling ...
In Europe we are starting to see the absolut crazy price levels in natural gas and electricity cooling off. Natural gas prices have dropped from >300 EURs per MWh to levels just north of 50 EURs and ...
The point I want to flag today is that we have a largely unreported Tulip Moment, a reference to the 17th century Netherlands, when tulips reached ludicrous prices (“because tulips”) before the ...
Erik F. Nielsen fra Unicredit: Vil Europa blive klemt i opgøret mellem USA og Kina? ”Regardless of the nuances of opinion about exactly how complicated the global fragmentation may become, almost ...