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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Energy Cable #49: Ouch …..
Main take aways: Long utilities in Europe. OPEC looks like losing control with the market. SPR purchases could floor Oil markets here. Last week...
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EIA Watch: ALL TIME HIGH Oil demand, but so what?
Welcome to our weekly EIA watch, where we look at the implied energy demand numbers in the US economy and pair them with trends on the supply...
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Energy Cable #48 – Natural Gas Longs to Scholz: “Thank You!”
Last week’s much anticipated OPEC meeting concluded with the decision to cut production further by 1 million barrels per day.
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Steno Signals #76: The Fed Has Lost Control of Liquidity Trends
It seems like the narrative lags the actual price action. 2024 estimates/outlooks are turning upbeat, while positioning is one way traffic towards...
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