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Oil

Executive Summary Iran Reaches Nuclear Breakout Biden And Putin Court The Middle East…
Executive Summary Upside Oil Price Risk Dominates Upside Oil Price Risk Dominates…
Executive Summary China's Unemployment Questions From The Road…
Executive Summary Further GDP Weakness Would Push Brent Lower Further GDP Weakness Would Push Brent Lower…

In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.

Executive Summary There has never been a modern era recession or sharp slowdown in which the oil price did not collapse. In a recession, the massive destruction of oil demand always overwhelms a tight supply. Across the last six recessions, the median…
Executive Summary Russia Squeezes EU Natural Gas Russia Squeezes EU Natural Gas…
Listen to a short summary of this report.     Executive Summary Higher Real Yields Have Weighed On Equity Valuations Higher Real Yields Have Weighed On Equity Valuations…
Dear Client, Next Friday we will publish a Special Report on Gold in conjunction with our colleagues in BCA Research’s Foreign Exchange and Global Investment strategy groups.  We will return to our regular schedule of publishing on Thursdays the…
Executive Summary Natural Gas Markets Eerily Quiet Natgas Markets: The Eye Of The Storm…