EM by EM #26: Biden, Blinken, Barrels & Beijing
Both Biden and Xi find themselves walking on thin ice as domestic economic challenges pose a significant challenge to their foreign...
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The Energy Cable #42 – Quiet Self-Gratulation and Then onto Natural Gas and Crude Oil
Horrid scenes and continued unrest in the Middle East with major oil producing nations perhaps getting involved. What are the probable...
230 Views
Positioning Watch: Seeking Shelter in the Fog of War
Chinese stimulus, US CPI, and Gaza Bombardment now likely turning into a land invasion. Plenty of events to digest in the scope of one week!
297 Views
EM by EM #25 Lighting the fuse in the Middle East?
Printing Oil instead of borrowing USD is what separates EM’s right now- and the Saudi’s still have leverage. USDCNY & USDJPY could prove to be the...
488 Views
OPEC & EIA nugget: A day of reckoning ahead for Oil
The weekly EIA data is out at 11.00 am ET after last week’s data sparked a massive sell-off in oil markets. The implied Gasoline demand dropped...
405 Views