Weekly Oil Views: Crude Needs to Price in Demand Vulnerabilities, but It's WIP
It’s a seesaw battle again for control of the oil market sentiment. Supply concerns eased a bit last week, as independent news agency surveys...
269 Views
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...
316 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...
299 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...
340 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...
676 Views