Energy
Executive Summary Copper Will Remain Tight Even In Recession
Copper Will Remain Tight Even In Recession…
Dear client, In lieu of April 18 publication, I will be hosting our quarterly webcast. Our regular weekly publication will resume Monday, April 25. Kind Regards, Irene Tunkel Chief Strategist, US Equity Strategy Executive Summary R&D Is…
Executive Summary The Ukraine war reinforces our key view that commodity producers will use their geopolitical leverage this year. The market is growing complacent again about Russian risks. Iran is part of the same dynamic. If US-Iran talks fail, as we…
Executive Summary Natgas Price Surge Boosts Hydrogen's Prospects
EU Gas Crisis Boosts Hydrogen's Prospects…
Executive Summary Equities Are Still Attractive Versus Bonds
Equities Are Still Attractive Versus Bonds…
Biden Announces Massive SPR Release To Cool Inflationary Pressures…
Executive Summary Europe Is Russia's Key Gas Customer
Germany Closer To Rationing Natgas…
Executive Summary The Good: There are compelling reasons to believe the Ukraine war will not break out into a broader NATO-Russia war, i.e. World War III. The Bad: The 1945 peace settlement is breaking down and the world is fundamentally less stable.…
Executive Summary Petrocurrencies Have Lagged Terms Of Trade
Petrocurrencies Have Lagged Terms Of Trade…
Executive Summary Oil Remains A Prominent Inflation Variable
WTI Futures Strongly Linked To US Inflation Expectations…