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Home PVN Update

PV UPDATE: YELLEN IN CHINA

Matthew Johnson by Matthew Johnson
April 11, 2024
in PVN Update
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PV UPDATE: YELLEN IN CHINA




Janet Yellen’s recent remarks in China spotlighted a growing concern among global economists: China’s vast manufacturing capabilities are not just an internal matter but have ramifications for the global economy. The crude markets made another surge higher following a step-up in geopolitical risk. The market is expecting a deficit in the crude markets as supply stays off the market – but will demand sustain at these price levels? This update covers all of these essential points!

1. Monday Macro View: Yellen in China – Premium

In this week’s Monday Macro View we discuss Yellen’s visit to China and what it may mean for the markets. Also, oil markets are in focus as investors turn extremely bullish. But the physical markets are showing an otherwise position. Read out more to stay uptodate with the latest developments!

2. Primary Vision Insights – ENTERPRISE

MACRO

The latest insights by Mark Rossano covers everything that a reader needs to read. From developments in the oil markets as prices turn extremely bullish to giving us a picture of what are actual flows of oil and whether storage has increased in key hubs across the world, to linking it with the current demand growth forecasts and discussing the global economy in detail, this update is a feast of useful information that can help you make infomred decisions!

3. ProFrac Holding’s Perspective: Q4 Takeaways – Premium

MACRO

In this article, our brilliant analyst Avik dives deeper into the industry and its current outlook: In a rehashed strategic framework, ACDC focuses on improving efficiency instead of looking at the total fleet count, fleets deployed, and utilization of manufacturing facilities and sand mines. Read more to find our more details!

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