Global base oils margins outlook: Week of 10 March
Base oils prices extend rise vs feedstock/competing fuel prices in Asia and Europe, pointing to tighter supply-demand fundamentals. US base oils...
90 Views
Pullback Underway; Buy Ideas: Energy, Materials, Japan/India Motor Vehicles, Japan Health Care
Pullback Underway; Problem: U.S. Dollar $DXY, Global 10-Yr Sovereign Yields, and Commodities All on the Rise Again; Actionable Themes: Energy,...
542 Views
Europe, MSCI ACWI Bullish Downtrend Reversals as Japan Tests Resistance; Tech, Health Care Buys
Bullish reversals have begun, as the $SPX, MSCI ACWI $ACWI, and $STOXX 600 are the first three major indexes to reverse topside their 4-month and...
600 Views
Bears Cover, Bulls Borrow: Short Interest Week of June 22
Covering dominated the week ending June 27. Several names saw short interest fall 50-70%, while a handful of fresh short positions emerged in...
130 Views
Soaring Spot Charter Rates Could Herald a New Upcycle for the LNG Shipping Industry
After a prolonged downturn that lasted more than three years, the LNG shipping industry is at an inflexion point as the recent surge in the spot...
739 Views