Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul><li>European and Asian LNG shipments are changing patterns week over week</li><li>European storage levels are historically low and focus is on filling up ahead of next winter</li><li>Oil prices rallied after President Trump promised escalation in war in Iran, impacting global markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

European and Asian LNG shipments are changing patterns week over weekEuropean storage levels are historically low and focus is on filling up ahead of next winterOil prices rallied after President Trump promised escalation in war in Iran, impacting global marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: A Month of Disruption

Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

<ul>
<li>Markets are currently in a bearish trend, with small and mid caps in the US and most of Europe showing negative indicators</li>
<li>Oil prices have surged due to military strikes on Iran, leading to a forecast of back to back quad three for the next six months</li>
<li>Institutional investors are adjusting their asset allocation to reduce stock market equity beta and increase exposure to assets that will perform well in growing supply chain constraints and geopolitical turmoil</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Markets are currently in a bearish trend, with small and mid caps in the US and most of Europe showing negative indicators
Oil prices have surged due to military strikes on Iran, leading to a forecast of back to back quad three for the next six months
Institutional investors are adjusting their asset allocation to reduce stock market equity beta and increase exposure to assets that will perform well in growing supply chain constraints and geopolitical turmoil

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8

<ul>
<li>Oil market experiencing supply disruption due to infrastructure attacks and blockage of the Strait of Hormuz</li>
<li>Aluminum market also being affected with potential production ramp downs due to disruptions in raw material supply</li>
<li>Prices and market dynamics in both oil and metals markets are being closely monitored and analyzed for potential impacts on supply chains and consumer demand</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Oil market experiencing supply disruption due to infrastructure attacks and blockage of the Strait of Hormuz
Aluminum market also being affected with potential production ramp downs due to disruptions in raw material supply
Prices and market dynamics in both oil and metals markets are being closely monitored and analyzed for potential impacts on supply chains and consumer demand

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Bilal Hafeez, Macro Hive

Macro Hive Conversations With Bilal Hafeez

Podcast by Bilal Hafeez

Macro Hive

We talk economics and markets with leading policymakers and investors.

Talking Economics and Markets

<ul><li>Rory is a Toronto-based oil market researcher and founder of Commodity Context</li><li>He made successful predictions about oil prices averaging $65 a barrel in 2025</li><li>Key drivers of oil price decline in 2022 included surplus supply, Chinese strategic reserve buying, and US SPR drawdown</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rory is a Toronto-based oil market researcher and founder of Commodity ContextHe made successful predictions about oil prices averaging $65 a barrel in 2025Key drivers of oil price decline in 2022 included surplus supply, Chinese strategic reserve buying, and US SPR drawdownThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

<ul><li>US sanctions now target all four of Russia's largest oil companies, affecting 70% of production and exports</li><li>EU also imposes new sanctions on Russia's energy revenues</li><li>Russia shifts to alternative currencies for oil trade to evade US dollar restrictions, leading to higher transaction costs and reputational risks</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

US sanctions now target all four of Russia's largest oil companies, affecting 70% of production and exportsEU also imposes new sanctions on Russia's energy revenuesRussia shifts to alternative currencies for oil trade to evade US dollar restrictions, leading to higher transaction costs and reputational risksThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Oil glut paves way for stronger sanctions. If enforced

United States

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

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Crude Oil (CL1 COM COMDTY)

Global Commodities: A Month of Disruption

Europe's LNG storage levels are historically low, with a focus on refilling ahead of winter, while international gas prices rise due to...

At Any Rate

War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8

The stock market is now in a bearish trend, with various indices showing signs of decline, and factors such as military strikes and oil price...

Real Conversations

Global Commodities: Mind the Metals

Greg Shear leads metals research, discussing how oil and metal markets are experiencing supply disruptions and potential shutdowns due to...

At Any Rate

Ep. 342: Rory Johnston on Trump's Bullish Impact on Oil Markets, and the Bearish Risks Ahead

Rory, a leading oil market researcher, discusses the key factors behind the oil price decline in 2025, including China's strategic reserve buying...

Macro Hive Conversations With Bilal Hafeez

Global Commodities: Oil glut paves way for stronger sanctions. If enforced

The US and EU impose sanctions on Russian oil companies, leading to potential disruptions in the industry and prompting Russian companies to shift...

At Any Rate

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