Evolving Correlation Between Oil Prices and US Sector Credit Risks
A strong recovery in developed economies’ growth prospects and expectations of restricted oil supply till the end of 2024 have rallied oil...
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Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
228 Views
Saudi Arabia Is Now in Charge of the Federal Reserve
Whether the Fed hikes again largely depends on Saudi Arabia and oil and energy prices, all outside Powell's span of control.
440 Views
PPI Nugget: New Pressures On Producer Prices To Come?
Energy is the main culprit behind the reacceleration but it is also starting to spill-over the various broader goods categories. The cyclical...
356 Views
US CPI Review – 10% increase in Energy Inflation!
What a report that just dumped in our inbox. Both core and headline surprise on the upside of expectations MoM, with headline increasing from 3.2%...
240 Views