By Paul Sankey
Published on June 5, 2025 at 9:30 AM
Happy Hour today Mark Rossano, just the man to talk actual data, whether China, US, Europe, oil, natgas, or commodities. Great guest, encyclopedic. He fits perfectly with today’s note. Register here: 4pm today, by Zoom. https://sankeyresearch.com/conference/sankey-strategy-session-mark-rossano-interest-form-2/ Arcane data? Committed readers will be familiar with the whole US ethane-to-China trade which we covered, concluding it had to be exempted, and it was. That was shortly after we pointed out US energy dependence on Canada, notably for …
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By Paul Sankey
Published on May 15, 2025 at 10:34 AM
Good news, Torsten Slok replied to my confirmation email this morning as he always does: almost immediately, politely with good humour, extremely concisely. That is like his work. He told me when he joined Apollo they had no requirement for him to publish research, but he wanted to keep publishing regularly “because my hamster wheel runs a little faster than that”. When you hear the speed he delivers this thoughts, it makes perfect sense. Register …
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By Paul Sankey
Published on May 14, 2025 at 10:00 AM
Tomorrow Happy Hour we welcome back one of the hottest Strategists on Wall Street, Torsten Slok! Zoom 4pm ET. He has been causing a sensation with his widely distributed macro work for private equity giant Apollo. One question I want to ask him: how many participants did you get on your immediately-post-“Liberation Day” strategy call? A lot. My guess: 20,000? Our own Happy Hour was brilliantly timed that same week, actually a day earlier post-Tariff …
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