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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The Week at a Glance – Bessent’s Agenda, Fed Minutes, Core PCE, and EU HICP in Focus
Happy Monday! This week is relatively quiet on the economic data front, with the main releases being the FOMC meeting minutes from the last...
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