“This development has incrementally negative implications for the outlook.”
Category: commodities
One Trader Asks: ‘Who’s Buying Gold?’
“I’ll warn you right off the bat”…
Shiny Doorstops Great Again! Goldman Lifts Gold Price Target
“Worth its weight in”…
‘Growth Decelerated Notably’: Goldman Slashes Metals Forecasts As China Jitters Proliferate
It’s all about China data.
Requiem For 2018: A Visual Retrospective
At least we know what 2019’s consensus longs are.
Here’s What You Need To Know About Thursday’s Farcical OPEC Meeting
“… we’ve had no discussion with the U.S. on oil price levels.”
A Behind-The-Scenes Look At The Great November Oil Collapse
If you’re in the mood for more CTAs and gamma effects, you’re in luck.
High Drama In Crude As Oil Explodes Higher On Production Cut News, While Qatar Bids OPEC Adieu
Are you not entertained?
Of Truces, Cartel Meetings And Jobs: Full Week Ahead Preview
Strap in for a full docket.
‘Buenos Aires, Not Vienna’: Oil Traders Brace As G20 Seen More Critical Than OPEC Gathering
You don’t have to be a political scientist or an oil trader…
One Trader Delivers Bad News For Twitter’s Top Commodities Strategist
“Well, unfortunately for the President, there is a relationship between energy prices and economic growth, and it is indeed negatively correlated, but the lag is long.”
Algos, Onions And Foreign Policy: Goldman Delivers Epic Critique Of Broken Commodities Markets
“This is simply unsustainable”.
OPEC Will Now Try To Trick Market, Trump With Absurd Ruse: Report
Suffice to say it’s not clear this will work.
Presenting: Oil’s Astonishing Collapse In All Its Visual Glory
“You say you’re a huge fan of Negative Gamma but can you even name two of their albums?”
Now We Know The Real Reason Behind Tuesday’s Oil Collapse Redux
It’s the gamma – again.
Death Blow! WTI, Nat Gas Bet Gone Awry Is ‘Patient Zero Stress Point’
“When someone tries to blow you up, not because of who you are, but for different reasons altogether.”
OPEC Said To Consider 1.4 Million b/d Supply Cut, Risking Showdown With Trump
“I believe a cut of 1.4 million bpd is more reasonable than above it or below it.”
Trader: Crude, Nat Gas Moves Due To 1-800-GET-ME-OUT Moment For A Large Hedge Fund
“The truth of the matter is that there is a Behemoth out there that was long crude oil against short nat gas (along with short nat gas spreads).”
Oil Spill.
Watch Twitter for the latest analysis from the only “strategist” who matters.
OPEC Slashes Demand Forecasts For Its Crude As WTI Logs Record Losing Streak
Donald Trump is not going to like this.Â
As The U.S. Achieves Energy Independence, Trump Lashes Out At OPEC (Again)
After conducting a trenchant supply/demand analysis…
Dollars, Crude And The Italian Job: Full Week Ahead Preview
Market participants will focus on oil, the greenback, Italy’s response to Brussels and Brexit in the week ahead.
Let’s Vote, And Then We’ll Fight: Full Week Ahead Preview
The midterms. The sanctions. The trade war. Winter is coming.
The Iran Sanctions: Who’s Exempt And What’s In Store For Oil Prices
The big question.
Trader: ‘I Am Paring Back Some Of My Bearishness This Morning’
“It made me laugh, and I started to worry that I might be overstaying my welcome on the dark side.”
As Iran’s Oil Production Plunges, Traders Come Around To Sanction Reality
Traders are a bit surprised at just how determined the Trump administration is to lay waste to the Iranian economy.
