Part Six: Commodities: Priced for a Downturn
Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.
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Commodities Going Into 2024 & Our Biggest Mistakes During 2023
Happy new year guys - another chapter has arrived and it’s time to make the best out of it. First of all, let’s look at the past, the now and the...
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EIA Watch: Is OPEC falling apart? 2024 outlook
Welcome to this year’s final EIA watch with a 2024 outlook plus your weekly updates from our EIA models. Before we start, we have some breaking...
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Energy Cable #50: Oil Back in Fashion
If the demand side starts to surprise it’s hard to see what’s in the way of an Oil rally here short term. The supply is at least playing ball now,...
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Steno Signals #78 – Santa Powell Handing Out Gifts Even to the Naughty!
Powell invited for a yuuuge risk asset party this week by allowing the market to continue to chase the narrative of material rate cuts in 2024.
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