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Risk assets rose amid suggestions that the Trump administration would take a more measured approach with tariffs. Oil got an additional boost after the US announced secondary tariffs on buyers of...
Oil prices are largely under pressure amid demand concerns, while the European gas market continues to sell off aggressively Energy – TTF Sell-Off Continues Oil prices continued to trend lower...
Oil prices are under increasing downward pressure as sentiment sours. Friday’s sell-off in US equities only added to the weakness in energy markets Energy- Speculators Trim Oil Positions Oil prices...
Commodity markets were unable to escape the sell-off that was seen in equities, while the threat of tariffs will not be helping sentiment Energy – Unable to Escape Risk-off Move Oil prices came under...
Tariff developments over the weekend have led to a stronger dollar this morning and weighed on large parts of the commodities complex Energy – Tanker Rates Ease Oil prices saw their first weekly...
Oil prices edged lower yesterday despite mounting supply risks related to sanctions Energy – Large US Natural Gas Storage Decline Oil prices traded weaker yesterday with ICE Brent falling back below...
The move higher in oil appears to be running out of steam, while European gas prices saw further weakness yesterday as the noise around the stoppage of Russian gas through Ukraine settles Energy –...
I think it’s clear by now that Trump 2.0 is going to look different from Trump 1.0. Some areas, like tariffs, look similar to the first time around (though we expect more of them in the second term)....
The Federal Reserve lowered rates by 25bp as expected but trimmed its rate cut expectations for 2025, and this has weighed on the commodities complex. Meanwhile, a somewhat soft weekly oil inventory...
Americans need their cup o' joe, and they may not be willing to give it up anytime soon. Believe it or not, Americans drink more coffee every day than any other beverage, including tap water....
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