Normal Pullback, or Something More?; Watching Resistance on DXY and 10-Yr Treasury Yield; Value Buys
Normal Pullback, or Something More for global equities?; Watch Resistance on $DXY and 10-Yr Treasury Yield; Value Buys in Consumer Discretionary...
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Oil Exploration: We Expect a Resurgence in 2019 Pointing to Strong Performance for E&Ps
We see oil exploration making a comeback in 2019, as drilling spending sees an increase and on the back of encouraging well results year to date....
962 Views
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...
890 Views
New York and London Battle for Saudi Aramco IPO
Interesting article in the Financial Time (FT) on stock exchanges fighting for Saudi Aramco IPO...
3.2k Views
Independent Trading Houses to Benefit from Brexit
As mentioned on 31 January 2017 in Energy: Who Could Benefit from Brexit?, "Independent trading houses operating in Europe (like Glencore Plc (GLEN...
2.2k Views