Weekly Oil Views: Renewed Economic Worries Give Pause to Price Rally
Supply-side bullishness returned to the oil market last week, leading to a second week of gains in crude benchmarks. However, the rally paused...
309 Views
Metals Long Theme on Weak USD and China Bounce
After hitting our core rally target at DXY 97 we have noted cracks in USD strength and transitioning into some USD short positions. More...
294 Views
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...
336 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...
674 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...
415 Views