RJN News and Press, AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index - Energy Total Return Structured Product From 09/01/22

Summary According to the FT Europe’s benchmark, gas prices rose almost a third last week. In fact, they hit more than €343 ($345) per megawatt hour on Friday. These numbers are more than 30 times higher than prices two years ago and more than ten times their current ...

Summary Unsurprisingly, the universe of frontier and early-stage producers has changed dramatically since we last addressed the topic in a major report in 2017. It is already clear that not all frontier governments will be able to recognize and capitalize on the current situation ...

Summary Since Powell shocked the world with an unexpectedly hawkish speech last week, the market has been struggling to guess just how much worse a tighter Fed is going to be for the economy. As a first pass, the market has decided that it looks a bit scary: most risk assets are d...

Summary Today's market X-ray shows the returns for each index, asset class, sector, and so on, since the recent low point on June 16th. Of the global indices, US small caps are in the lead, followed by the NASDAQ. High beta stocks are the most preferred factors since June 16. ...

Summary I am keeping my West Texas Oil price range of $90 to $110 per barrel for September. There are lots of crosscurrents that could move prices beyond this range. Oil traders and pundits will be watching what OPEC+ decides over the long weekend and how Saudi Arabia positions it...

Summary Several oil and gas companies, from independents to majors, are increasingly resorting to subsea tiebacks to convert marginal fields into profitable ventures in several basins around the world. The nascent Brazilian mature fields revitalization and decommissioning industry...

Summary The University of Texas at Austin (UT) may soon unseat Harvard as the wealthiest school in the U.S. due to its oil and gas holdings. Looking ahead, energy stocks appear to be setting up for a new cycle of outperformance relative to the market. Deloitte projects that oi...

Summary Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank unexpectedly cut interest rates. Similar to Europe, core inflation and services inflation are expected to rise ...

The shutdown of the LNG export facility removed some demand from the US, and the plunge in price was a classic knee-jerk reaction that has now been unwound. The June-July plunge in natural gas futures prices had been one of the reasons cited why inflation in the US has peaked. And...

Equity markets have clearly taken notice of rising inflation - and not in a good way. Conventional wisdom has traditionally said different things about how equities and bonds should behave in an inflationary environment - some hold to the notion that stocks should be protected from hi...