Portfolio Watch: Reflation is back!
We were honestly puzzled by the weakness in Manufacturing PMIs in April as our models pointed in the other direction. The timely data delivered by...
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Supply Tightness, Robust Demand Could Push Crude Oil Prices Into Triple Digit Territory
Oil prices surged nearly 3% to a fresh 10-month high yesterday, approaching $100/barrel, as Energy Information Administration (EIA) reported lower...
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Crude Oil Prices to Fall Forecasts EIA on Weak Demand Growth & Strong Inventory Buildup
EIA expects crude oil oversupply to continue despite OPEC cuts, Forecasts oil prices to decline in 2024 and 2025 due to slowing demand growth and...
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Part Six: Commodities: Priced for a Downturn
Even though a sustained long-term rally remains uncertain, the current environment seems ripe for a short-term bounce or mean reversion.
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Oil Prices Surge As The Situation In The Red Sea Intensifies
Oil prices gaps up sharply starting in 2024 with supply fears stoked by geopolitical tensions, despite macroeconomic headwinds from oversupply...
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