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FICC Strategy Report

USD's Strength Limits Oil Price Increase

Published on

We expect oil inventories to resume drawing and EU sanctions on Russian oil imports to tighten markets. We remain bullish oil and continue to expect 4Q22 and 2023 Brent prices to average $100/bbl and $116/bbl, respectively. We remain long the XOP and COMT ETFs.

BCA Research | FICC

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