bullish
ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation & The Fed, Yields, Financials and EM
204 Views30 Sep 2016 10:24
Executive Summary
OPEC production cut plan supports our macro thesis of an oil-led, inflation expectations uplift.
Our original WTI peak base...
SUMMARY
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- ANIMAL SPIRITS Update: OPEC Fuels Base Effect - Oil, Inflation & The Fed, Yields, Financials and EM30 Sep 2016
- ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations01 Sep 2016
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