11 Oct 2023
European gas price jumped to 6mth high as security threats to region’s infrastructure added to rising tensions in Middle East
Q3 Revenue +9% Y/Y to €20.0B (in cc). 🍷 Wines & Spirits -14% to €1.5B. 👜 Fashion & Leather goods +9% to €9.8B. 💅 Perfumes & Cosmetics +9% to €2.0B. 💍 Watches & Jewelry +3% to €2.5B. 🛍️ Selective retailers +26% to €4.1B. Source: Quartr, App Economy Insights
10 Oct 2023
Oil is not going away anytime soon
Source: Markets & Mayhem 🤖
9 Oct 2023
A potential black swan which could follow this week-end attack: both Saudi & Iran oil supply going down?
Source chart: Bloomberg
9 Oct 2023
Chart by Tavi Costa -> Ammonia prices just had the steepest monthly increase on record.
Commodity cycles typically follow a rotational pattern, and these price spikes are not isolated incidents.Oil recently rallied, gasoline prices increased, natural gas started to rise, and now ammonia looks to be initiating its move. This is an inflationary era and an unmistakable one. Source: Tavi Costa, Bloomberg
