Weekly Oil Views: Crude Breaks Out of Its Summer Lull but Storm Clouds on the Horizon
Crude surged by up to 5.5% in the week ended August 24, its first weekly gain in nearly a month. The bullish pieces of news and data behind the...
329 Views
US$20bn in Lost Market Cap Looks Hard to Justify: Recommend Long Rio; Short BHP
INVESTMENT VIEW: We believe Rio Tinto Ltd (RIO AU) shares are oversold versus Bhp Billiton (BHP AU) and recommend a pair trade: long Rio; short...
669 Views
Aramco IPO Scrapped. What Does It Mean for Oil Prices?
It's official. The planned listing of 5% of Saudi ARAMCO (131861Z AB), the "IPO of the century", is off the table. Reuters broke the story late...
412 Views
Weekly Oil Views: The Bear Case for Crude
Could crude slip into a bear market before 2018 is out? Brent has been languishing around 10% below its 52-week peak of $79.80/barrel touched in...
284 Views
Weekly Oil Views: US-China Trade War Locks Down Crude in Short-Sighted Bearishness
The US-China trade war took a turn for the worse last week and threatens to fester for months, potentially denting Chinese economic growth and oil...
313 Views