Since the 2008 global financial crisis, the dollar has risen by 50% relative to global currencies. This has set […] To access this content please upgrade to another membership
Wars lead to surging government debt and oil prices, which could have terrible consequences for the consumer. In today’s note […] To access this content please upgrade to another membership
Summary Oil prices’ recent jump has not been accompanied by rising market-based inflation expectations, depicting expectations from the bond market […] To access this content please upgrade to another membership
Summary The big spike in the oil price of the last 2 months has triggered worries that an oil shock […] To access this content please upgrade to another membership
Summary Oil prices have surged since July on the back of supply cuts from Saudi Arabia and Russia. Demand from […] To access this content please upgrade to another membership
Summary The supply shock that overran the commodity market post-Covid is fading, supplanted by concerns around demand. We believe oil […] To access this content please upgrade to another membership