Macro analysis of the global oil markets to distill the evolving risks and opportunities for energy industry stakeholders and wealth managers.
Case studies, research and analysis tailored to meet government policy as well as business needs. Specializing in market trends, commodity pricing, deregulation.
Connecting the dots between fundamentals, economics, financial markets, regulatory and policy changes, demographics, geopolitics and more.
Crude inches up early Fri, in search of bottom after bout of sell-off - Feb. 3, 2023
Crude bubbles up in a glass half-empty - Jan. 27, 2023
It’s a topsy-turvy world, a bit like Alice’s Wonderland!
The curious tug-of-war between a hawkish US Federal Reserve and money managers that insist on calling it dovish continues, adding to the confusion from all the mixed signals on the health of the major economies around the world. Risk assets surge on the back of waves of optimism in the broader financial markets, and subside when doubts resurface. Crude rises and falls in tandem.
In today’s report, we discuss: