Strategy Insight
Oil Risks: Actions Speak Louder Than Words
Oil price risks remain skewed to the upside over the near term as geopolitical risks continue to dominate.
Nevertheless, we ultimately expect bearish fundamentals to reassert themselves over a six-to-12-month timeframe and drive oil prices lower.
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BCA Research | Commodity & Energy Strategy
Top-down global-macro framework with bottom-up fundamental analysis of major commodities.
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