Commodities & Energy Sector
Will Oil Prices And Global Equities Diverge…
Are Oil Prices Disconnected From Fundamentals…
Executive Summary Surging Electricity, Gas Prices Will Fuel Higher Inflation
Energy-Price Surge Will Drive Inflation Higher…
Highlights The odds of a Goldilocks outcome for the US economy increased somewhat in August, but the risks of a US recession over the coming year remain quite elevated. We continue to recommend that investors stay neutrally positioned towards equities…
Global Food Prices Remain At Risk To The Upside…
Listen to a short summary of this report. Executive Summary Euro Bulls Are Evaporating
Euro Bulls Are Evaporating…
Listen to a short summary of this report. Executive Summary Back From The Future: An Investor’s Almanac
Dispatches From The Future: From Goldilocks To President DeSantis…
Near-Term Downside Pressures On Iron Ore And Steel Prices…
Falling Oil Inventories Signal Higher Prices…
Executive Summary Russia’s Crude Oil Output Will Fall
EU Russian Oil Embargoes, Higher Prices…