Portfolio Watch: Celebration for the right or wrong reasons?
The Fed was ‘navigating by the stars under cloudy skies’, but now markets have implicitly been allowed a go. The provisional result? Rally in...
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The Weekly Market Monitor – On Deflation, Spot Bitcoin ETFs, Rising Delinquencies, & Faltering China
Equity markets are at risk if declining price pressures must be attributed to slowing growth. China's Real Estate is still a mess, while small caps...
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EIA Watch: September Weakness Was Fake News. Time to Buy Oil?
Welcome back to our weekly EIA report, where we run through demand and supply data and give our cents on where we are heading next – and what the...
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5 Things We Watch: Trump, Electricity, CPI, Crude Oil, Fixed Income
This week we start out by looking at Trump’s chances of getting reelected then move on to European electricity markets after that we’ll discuss...
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Navigating the Crude Oil Crack Spread
Crack spreads, influenced by seasonality, supply, inventory levels, and demand, face a low-demand outlook for refined products amidst expectations...
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