EIA Watch: September Weakness Was Fake News. Time to Buy Oil?
Welcome back to our weekly EIA report, where we run through demand and supply data and give our cents on where we are heading next – and what the...
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5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
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Navigating the Crude Oil Crack Spread
Crack spreads, influenced by seasonality, supply, inventory levels, and demand, face a low-demand outlook for refined products amidst expectations...
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Positioning Watch – The Cocktail of Heavy Logs in Both Equities and Bonds
Hello everyone, and welcome back to our weekly positioning watch, which due to delays in the CFTC data has been postponed to today (data was...
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Energy Watch: Time to Buy Oil Again?
We agree with OPEC that the demand side seems to be doing decent; paper markets are net short oil again. Our model is approaching the buy zone...
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