Oil
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 Equities Are Still Attractive Versus Bonds
Equities Are Still Attractive Versus Bonds…
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…
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 Higher Prices Expected
Higher Prices Expected…
Executive Summary Failure Of Iran Deal Tightens Oil Supply
Failure Of Iran Deal Tights Oil Supply…