Here is the quick and dirty for the insights this week- a much broader review will come over the next...
Read moreOPEC+ provided a nominal cut of about 100k barrels a day, but none of the countries are producing above or...
Read moreEarly next week I will send out another regarding Chinese data, USD strength, and Emerging Market issues.
Read moreThe U.S. Dollar is driving higher and given the underlying backdrop- it’s unlikely to pause its run higher.
Read moreThe Chinese data only strengthens the guidance we have provided regarding the consumer and general economic headwinds.
Read moreAs we described in the previous report, global trade is slowing when we look at some key metrics.
Read moreAs we get to the dog days of summer, we thought it would be important to review where U.S. completion...
Read moreI hope everyone had a great July 4th weekend spending time with family and friends!
Read moreCrude prices have had a sizeable drop over the last week as the front of the curve moved lower and...
Read moreThe OPEC+ decision doesn’t come as a big shock given the current market dynamics and shifting sanctions against Russia.
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