Goldman Thinks Commodities Will Outperform in 2025 // Bonds Into Year-End?
Goldman Thinks Commodities Will Outperform in 2025 Gold will rally to a record next year on central-bank buying and US interest rate cuts,...
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US Rig Count Falls for the Third Straight Week as Oil Rigs Decline
​US oil and gas rig count fell for the third week in a row, while US oil production neared an all-time high. Oil rigs fell by two to 477, the...
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Steno Signals #128- I thought Trump and tariffs were supposed to lead to a bond riot?
Happy Sunday, friends, and welcome to my straight-to-the-point editorial on everything macro!Just as everyone had concluded that Trump and his...
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[ETP 2024/48] WTI Falls on Easing Middle East Tensions, Henry Hub Moderates on Ample Supply
​US crude stocks fell more than expected, but gasoline and distillate stocks rose. Natural gas inventories missed expectations. Analysts raised PTs...
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The Drill: Fade the tough Trump tariff talks
The recent threats of heavy tariffs on Canada and Mexico appear to be aimed at pressuring those governments to address U.S. concerns regarding...
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