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Oil Watch: OUCH!
2023-10-04
The weekly EIA report revealed seasonal weakness in the demand for Gasoline, but how big of a deal is it? We have taken a deep look at the numbers and ...Trade alert: Closing our transportation vs. refiners spread
2023-10-04We were wrongfooted by the EIA news about seasonal lows in demand for gasoline To read the full article, sign up for a 14-day FREE trial of the Premium ...Policy Watch: Speaker McCarthy is out – what happens to the Spending Bill?
2023-10-04After a series of eventful days on Capitol Hill, we present our key takeaways below. We remain committed to covering and sharing our perspective as the situation continues to evolve. ...5 Things We Watch – Manufacturing, Natural Gas, JOLTS, BoJ & China
2023-10-04BoJ likely intervened yesterday for the first time in a year, the American labor market looks stronger than feared and PBoC is looking to cope with domestic capital flights. Read ...China Watch – Foreign Direct Investment & Capital Controls
2023-10-04Despite communicating to cure the CNY to prevent capital flights, the PBoC is likely going to allow the exchange rate to float even higher than now to boost foreign investments, ...The Energy Cable #40 – Time to follow crack spreads!
2023-10-03A rising discrepancy between crack spreads in Gasoline and Diesel space is worth noting as we move our attention away from oil to other parts of the energy space to ...
Something for your Espresso: Steep, steeper, steepest?
2023-10-04The curve steepener remains the best risk/reward trade in global macro as the Asian doom loop now adds to steepening pressures. With the PBoC, the BoJ and the CBI in ...Something for your Espresso: Goldilocks vs Deindustrialisation?
2023-10-03We hit the bullseye with the ISM Manufacturing data, but the upcoming weeks may present challenges as Capitol Hill gears up for another political spectacle. Meanwhile, across the Atlantic, the ...Something for your Espresso: Yesterday’s War, US ISM & McCarthy’s rabbit
2023-10-02McCarthy appears to have pulled a rabbit out of the hat at the eleventh hour. With the US ISM data released today, we present our Monday morning insights To read ...
