In today’s briefing:
- HEW: Braced For Reciprocal Tariffs
- [ETP 2025/13] WTI Climbs on Trade Disruptions, Moderate Weather Forecasts Cap Henry Hub
- CX Daily: The Social Workers Helping Patients Navigate China’s Health Care System
HEW: Braced For Reciprocal Tariffs
- Strong US and UK PMIs boosted the US economy, however, low CPI hindered the bullish effect on the BoE. The UK government manipulated its Spring Statement to adhere to its rules, resulting in increased issuance due to slippage.
- Next week’s flash EA inflation is expected to be low, with impending US tariff announcements causing concern.
- The most significant monetary policy announcement is expected from the RBA, with numerous other speeches and US payrolls data set to influence expectations.
[ETP 2025/13] WTI Climbs on Trade Disruptions, Moderate Weather Forecasts Cap Henry Hub
- For the week ending 21/Mar, U.S. crude inventories fell by 3.3m barrels (vs. expectations of 1.5m build), gasoline and distillate stockpiles fell less than expected.
- US natural gas inventories rose by 37 Bcf for the week ending 21/Mar, in line with analyst expectations. Inventories are 6.5% below the 5-year seasonal average.
- Shell to boost shareholder distributions to 40-50% of CFFO and cut costs by USD 5-7 billion by 2028. Exxon plans 250 layoffs in the UK by 2026.
CX Daily: The Social Workers Helping Patients Navigate China’s Health Care System
- Social workers / In Depth: The social workers helping patients navigate China’s health care system
- Carbon /: Steel, cement and aluminum sectors join China’s carbon trading market
- Robots /: Meet the leading players in China’s humanoid robotic revolution
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