This Will Trigger a Dollar Devaluation

  Since the 2008 global financial crisis, the dollar has risen by 50% relative to global currencies. This has set […] To access this content please upgrade to another membership

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$133 Oil Coming With the War in the Middle East?

Wars lead to surging government debt and oil prices, which could have terrible consequences for the consumer. In today’s note […] To access this content please upgrade to another membership

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Oil is Currently Testing a Massive Level of Resistance

Summary Oil prices’ recent jump has not been accompanied by rising market-based inflation expectations, depicting expectations from the bond market […] To access this content please upgrade to another membership

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Are Surging Oil Prices About to Crush the Stock Market?

Summary The big spike in the oil price of the last 2 months has triggered worries that an oil shock […] To access this content please upgrade to another membership

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Oil Price is Surging: How Much Runway?

Summary Oil prices have surged since July on the back of supply cuts from Saudi Arabia and Russia. Demand from […] To access this content please upgrade to another membership

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Oil: Demand Takes Center Stage, Still Looks Overvalued

Summary The supply shock that overran the commodity market post-Covid is fading, supplanted by concerns around demand. We believe oil […] To access this content please upgrade to another membership

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