It’s time for your central bank catch up. The link to the latest statement is at the bottom of each section, so just click there to read the bank’s central…
Recently there has been an excellent piece on Bloomberg explaining why oil prices have been struggling due to supply rather than demand issues. The logic in the article by Javier…
One of the key narratives this year for oil markets was that demand was set to grow in the second half of 2023, just as supply would start to fall.…
Recent trading range breaks bearish Weakness in oil markets continues with the price of crude plunging through its recent trading range to its lowest level since November of 2021. Brent…
Oil has continually found itself being bought on dips over the last few months and that is due to the following reasons. Chinese demand return The most often cited reason…
The news this week that the IMF lifted its global growth projections was largely placed at the feet of China’s Covid Zero pivot. The IMF raised its 2023 growth forecast…
There are a few reasons cited for oil markets to gain over the medium term. Russia’s oil ban from the EU comes into place on February 5 and China’s recent…
Oil markets have reasons for higher prices in principle. China’s re-opening should stimulate demand, OPEC is expected to keep production levels unchanged, hopes of a dovish Fed, and the EU…
Long energy and short tech may have been the trade of 2022, particularly for investors exposed to US equity markets, but also for the commodity traders, who enjoyed massive rallies…
The first thing to realise about yearly looks ahead is that they can prove to be spectacularly wrong. So, when looking ahead always be aware that these outlooks can change…