Energy
Due to travel commitments, there will be no Counterpoint report next week. Instead, we will send you a timely update and analysis of the Ukraine Crisis written by my colleague Matt Gertken, BCA Chief Geopolitical Strategist. Executive Summary The tight…
Unresolved Oil Supply Uncertainty…
Executive Summary Ebbing Stagflation Fear Will Prompt Rerating
Ebbing Stagflation Fear Will Prompt Rerating…
Executive Summary Higher Prices Expected
Higher Prices Expected…
Uncertainty Tightens Oil Supply…
Executive Summary Failure Of Iran Deal Tightens Oil Supply
Failure Of Iran Deal Tights Oil Supply…
Executive Summary Tight Inventories Spike Metals
Commodities' Watershed Moment…
Feature We are closing our overweight of the Energy sector, bringing the allocation back to neutral in the face of a great geopolitical uncertainty. We have outperformed the S&P 500 by 60% since we initiated the trade on the 22 of November 2021. The…
Executive Summary Euro Natgas Soars; LME Nickel Squeezed
Euro Natgas, Nickel Soar…
Executive Summary Will The War Stall The Expected Downturn In Inflation This Year?
Will The War Stall The Expected Downturn In Inflation This Year…