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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EIA Nugget: Another STRONG Demand Week for Energy in the US
The demand for gasoline in barrel equivalents rose to 9.99 mn a day in week 49. This is an extremely high number from a seasonal perspective.
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COP28 Nuclear Deal – Implications for the Global Clean Energy Race
The COP28 in Dubai is coming to a close with COP28-president Sultan al-Jaber presenting the final resolution just this morning. Nearly 200...
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USD CPI Review – A slightly hawkish surprise
Conclusions up front: A hawkish CPI surprise, especially in the details. The FOMC can construct both a dovish and a hawkish narrative based on...
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