News & Analysis | Renalco

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Image: Geopolitical risk deflates

Geopolitical risk deflates

30 Jun 2025 46

A single word is enough to stop the wind. Market sentiment is prone to flip-flops, much like the US administration. The pace at which the news flow has changed is impressive. Just a week ago, we were deeply concerned about an escalation in...

Image: Israel-Iran conflict at a critical juncture

Israel-Iran conflict at a critical juncture

23 Jun 2025 98

Over the weekend, US military strikes on Iran’s nuclear facilities further escalated tensions in the Middle East, heightening the risk of retaliation. In response, Iran's parliament voted to support closing the Strait of Hormuz,...

Image: A strategic and regulatory turning point for aviation

A strategic and regulatory turning point for aviation

17 Jun 2025 122

2025 marks a decisive turning point for the adoption of sustainable aviation fuels (SAF). Long hampered by costs about three times higher than those of conventional kerosene, their use has until now been based on voluntary commitments....

Image: Fifty shades of complexity

Fifty shades of complexity

16 Jun 2025 145

Oil prices have returned to centre stage in markets following Israel’s strikes on Iran last week, adding a fresh layer of uncertainty to stagflationary risks. A prolonged rally in oil prices could indeed translate into renewed...

Image: SMID is beautiful

SMID is beautiful

10 Jun 2025 185

The restrictive monetary stance has come to an end in the euro area. As expected, the ECB cut rates by 25bps last week for the fourth time this year, bringing the deposit rate to 2%. The ECB has been one of the most aggressive central...

Image: Focus Europe: ECB, Oil, EURUSD and high conviction views

Focus Europe: ECB, Oil, EURUSD and high conviction views

3 Jun 2025 207

The ECB governing council will meet this week, and we expect them to cut policy rates by 25bps for the fourth time this year. This will bring the deposit rate to 2%. Inflation is actually receding fast to the ECB target, at 1.9% in May...

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