Bloomberg with comments in Berlin
The tail risk of a deflationary spiral is no longer imminent
A debate is needed on rebalancing the policy mix
Slightly hawkish comments from Knot but nothing to get euro longs pulses racing.
The tail risk of a deflationary spiral is no longer imminent
A debate is needed on rebalancing the policy mix
Slightly hawkish comments from Knot but nothing to get euro longs pulses racing.
Most Popular
Oil stocks like MUR (-9.2%) plunge as ceasefire ends war premium. Buy opportunity?
GRNT drops 5.8% as oil prices plunge on Iran ceasefire news. Valuation at $5.69, down from 52-week high.
APA Corp. drops 9.6% as oil prices collapse on Iran ceasefire news. Is it a buy?
OXY drops 5.3% on Iran ceasefire news, erasing war premium. Still up 40.7% YTD.
EPD yields 5.8%, O trades at 13x cash flow. Dividend payers beat non-payers 9.2% vs 4.31% annualized.
OKTA -3.4%, RPD -6.7% on AI disruption fears. RPD down 61.5% YTD, ripe for a dip buy?
Brent crude tops $100/bbl if Hormuz stays shut. Goldman sees upside risk; $97/bbl now.
Must Read