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US Derivatives: Small Tail to Wag Big Dog
INVESTMENT CONCLUSION The bottom line of all the bottom lines is higher inflation, interest rate stress in AI and private credit, and central banks forced to tighten. US energy prices go up, not down. Global refined product supply falls, agriculture takes another supply side hit,…
Navigator: China - EU Trade Hostilities & Energy Myths
Navigator China EU Trade Hostilities & Energy Myths Four themes this week. (WhatsApp clients have received early briefing on themes in BLUE) 1. Trade War between the EU and China is now inevitable. 2. Chinese sell off of strategic crude oil reserves an…
Oil - Strip Poker
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