2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
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Global E&Ps: Energy Weekly Vol. 26
Crude Oil (CRUDE OIL COMDTY)WTI ended the week at US$ 71.49/bbl while Brent ended at US$ 80.5/bbl, both c.4% lower for the week. This was driven by...
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Inflation Rising Driven by Strong US Momentum - Will the Pace Slow in Coming Months?
Russia: Aug CPI 3.1% y/y (Up from 2.5% in July). It was the highest inflation rate since August of 2017, mainly due to higher food prices. Brazil:...
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Oil Stall for Roll into Brent for a Final High
We outlined a slide from WTI 72 back to 63.50 for a tactical rise (we trimmed our short at 65). However, push aggressively through WTI 67 reversed...
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Week Ahead in Global Macro: Trade Tensions, 'No-New Elections' Rally, EM CPIs, Turkey CBRT, RBA, RBI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We opened a strategic long CAD-MXN -...
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