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>Expectations for tightening boscrudent liquids balances leading to stock draws</li><li>Historic anomaly of large surplus in products and deficit in crude</li><li>Uncertainty in market assessment of demand due to global economic moderation and potential recession</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Expectations for tightening boscrudent liquids balances leading to stock drawsHistoric anomaly of large surplus in products and deficit in crudeUncertainty in market assessment of demand due to global economic moderation and potential recessionThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: A Dichotomy in the Oil Balance

<ul><li>Global oil prices are on the rise, with Brent oil projected to average $84 in the third quarter and potentially reaching $90 by August or September</li><li>Demand for oil products is strong, especially in the US market, with record summer travel expected to drive up consumption</li><li>Chinese demand for oil is also increasing, with the country adding to its strategic reserves and seeing a surge in crude imports</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global oil prices are on the rise, with Brent oil projected to average $84 in the third quarter and potentially reaching $90 by August or SeptemberDemand for oil products is strong, especially in the US market, with record summer travel expected to drive up consumptionChinese demand for oil is also increasing, with the country adding to its strategic reserves and seeing a surge in crude importsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: If You Need Oil This Summer, Who You Gonna Call?

<ul><li>Brent crude has weakened by $10 since early April, with the prompt time spread indicating plentiful supply relative to consumption</li><li>Demand for crude oil for combustive fuels like gasoline and diesel is expected to peak towards the end of the decade, while demand for natural gas liquids used in petrochemical production is set to rise</li><li>Preliminary demand data for April showed signs of improvement, with observable oil inventories increasing, particularly in China, due to lower oil prices prompting stockpiling</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Brent crude has weakened by $10 since early April, with the prompt time spread indicating plentiful supply relative to consumptionDemand for crude oil for combustive fuels like gasoline and diesel is expected to peak towards the end of the decade, while demand for natural gas liquids used in petrochemical production is set to risePreliminary demand data for April showed signs of improvement, with observable oil inventories increasing, particularly in China, due to lower oil prices prompting stockpilingThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Demand for Oil Is Good, Just Not for Crude

<ul><li>Russia has pledged to cut oil output to 9 million barrels per day by June, potentially causing Brent oil prices to rise to $90 in April and above $100 in the future</li><li>The US has the option to release up to 60 million barrels of crude oil from the Strategic Petroleum Reserve to mitigate the impact of high oil prices</li><li>SPR inventories currently cover 188 days of net import demand for crude oil, suggesting that the reserve may not need to be as large as it once was and could be used for funding infrastructure and federal spending priorities</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Russia has pledged to cut oil output to 9 million barrels per day by June, potentially causing Brent oil prices to rise to $90 in April and above $100 in the futureThe US has the option to release up to 60 million barrels of crude oil from the Strategic Petroleum Reserve to mitigate the impact of high oil pricesSPR inventories currently cover 188 days of net import demand for crude oil, suggesting that the reserve may not need to be as large as it once was and could be used for funding infrastructure and federal spending prioritiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Commodities Focus: Without Counter-Measures, Oil Headed to $100

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

Cross Asset Strategy

<ul><li>Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar index</li><li>Key news to watch next week, such as consumer confidence numbers and GDP</li><li>Interview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar indexKey news to watch next week, such as consumer confidence numbers and GDPInterview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

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 Dichotomy in the Oil Balance

Oil prices are expected to decrease in the fourth quarter of 2025 due to tightening balances, with global oil demand growth projected at 1.4...

At Any Rate

Global Commodities: If You Need Oil This Summer, Who You Gonna Call?

High oil prices, tight market conditions, and strong global demand expected to drive prices up to $90 by August or September, with China increasing...

At Any Rate

Global Commodities: Demand for Oil Is Good, Just Not for Crude

The decline in Brent crude prices due to weakening spreads and a shift in demand towards petrochemicals and natural gas, accompanied by signs of...

At Any Rate

Commodities Focus: Without Counter-Measures, Oil Headed to $100

Russia has pledged to deepen its oil output cut, which may lead to increased oil prices and potentially reach $200 by September, with the US...

At Any Rate

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...

Macro Voices

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