The Red Sea Crisis has enormous effect on global markets and threatens to cause a second inflation wave. But the real question is – when will it end? Here’s our prognosis of possible solutions
Something for your Espresso: US strikes back!
The US strikes back, both in growth- and war terms. The attacks on the Houthis overnight risk accelerating the energy prices again, while inflation already prints above expectations in the US.
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Energy Watch: Red Sea situation is worsening with spill-overs to energy
Iran is now more directly getting involved in the Red Sea after another week of freight rate increases. We are now seeing spill-overs to parts of the energy space.
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What’s next in the Red Sea and Taiwan?
Will the Houthi attacks carry on and will Xi invade Taiwan? We give our take on the hotspots in global affairs right now
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Suez Watch: Massively rising Container freight rates, while Dry Bulk, LNG and Crude rates are more muted
Freight rates are on the rise fast! How bad is the situation in the Red Sea? More here.
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Energy Cable #51: Tensions increasing fast in the Red Sea
Tensions are clearly on the rise in the Red Sea with fatal stand-offs over the New Years weekend. The most recent satellite photo evidence suggests that supply chain disruptions are material but manageable. Will the Houthis propel energy- and transportation costs again?
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Steno Signals #80 – Stealth QE arriving IN SIZE in Q1
Happy New Year to all of you! Powell and Yellen will deliver a sizable “stealth QE” New Years gift to all of us, but mostly to banks. The liquidity addition will likely be one of the fastest on record. Here is why!
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