US Rig Count Rises for the First Time in 8 Weeks, Led by Surge in Oil Rigs
US oil and gas rig count increases for the first time in four weeks, with US oil production reaching record high of 13.51m bpd. US oil rigs rose...
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Global Commodities: 2025 Outlook: bullish on gold for third year; supply-constrained base metals ...
The annual outlook for commodity prices in 2025 predicts a small increase, with bullish trends in base metals and agricultural commodities, but...
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MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better
The December S&P 500 features are up, US Dollar Index is down, WTI crude oil contract is down, and there is discussion on advanced nuclear...
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Steno Signals #175 – 4 asymmetrical cases for Santa Powell
Happy Sunday, everyone, and welcome to my weekly editorial on everything tradable in macro! I was confident heading into last week that the U.S....
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OPEC+ Extending Output Cuts Highlights Concerns of Weak Demand and Ample Supply
OPEC+ extends oil supply cuts to end of 2026, delays output hikes by three months. Also, cut planned monthly output hikes to 138k bpd from 180k...
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