The chaotic drop of WTI May contract reminds us of the grim time ahead in the oil market. We take a quick look at how prices might recover. … More Quick Take: What Is the 2020 Oil Recovery Going to Look Like?
As the decade draws to a close, we note a quiet but staggering milestone – the world consumed more than 100 million barrels of oil per day. In addition, the shale oil & gas revolution in North America has upended the established geopolitical order…. … More 2020 Oil Markets Outlook – 10 Things to Watch
American oil and gas created its own ecosystem but it is not isolated from the world … More Four Export Challenges of American Oil
自去年以42美元触底后，WTI价格开始了强劲的回弹，交易价格维持在$60以上。更令人印象深刻的是石油价格开始偏离其他几乎所有大宗商品的价格趋势。我们审视了各个影响因素并分析了当前状况，以回答这个问题：石油价格的这种上升趋势的可持续性如何？ … More 近期石油市场观察 | 八个要点
Since hitting bottom at $42 last summer, West Texas Intermediate (WTI) oil has staged an impressive comeback to trade in the $60-$76 band. Even more impressive is that it is pulling away from almost all other major commodities. How sustainable is this uptrend? … More Oil Market Goldilocks – Eight Things to Watch
Equity markets in January feels like a long time ago when new highs were posted day after day. Then things got interesting in February. … More The Kraken Goes Back to Sleep – For Now
Crypto-currencies are getting renewed attention nowadays. Prices have recovered, hacking scandals have subsided, government crackdowns have slowed, and institutions… … More The State of Crypto-Currencies 2018
The upcoming OPEC meeting promises to be the most interesting one since 2016. Why? … More Is The Upcoming OPEC Meeting Going to Change Anything?
Trump’s decision on May 8 to pull out of the Iran nuclear deal will have far reaching impacts. The decision has never been far from the realm of possibility but it is somewhat surprising he did not leave room for negotiating a “better deal”. … More The Second Order Effect of Iran Nuclear Deal Unraveling
Markets in the first few months were kind to journalists/analysts and global macro traders alike. Recently, trading themes developed so rapidly they created too much overlapping effect. … More Signal Overload: Market in Transition