Daily Oil Fundamentals

The Floundering Greenback Aids Bulls in All Asset Classes

28 Jan 2026

The Floundering Greenback Aids Bulls in All Asset Classes

If there was any doubt on what course the White House was plotting for the US Dollar, it came in a certain glib, throw-away comment from the US President yesterday. With the notion of de-dollarization rife in market chatter, when Donald Trump was asked whether he was concerned on the state of the US Dollar and its value he replied that it was “doing great.” Given the Conference Board’s Consumer Confidence Index fell to 84.5 in January, the lowest in over a decade, it was a perfect sail-filling zephyr for the flotilla of eager dollar bears to run rampage with. The US Dollar Index and the Dollar’s pairing with the Euro slumped to levels not seen since 2021.

Daily Oil Fundamentals

Not the Time to Call Oil's Rally Over

27 Jan 2026

Not the Time to Call Oil's Rally Over

Oil prices have been bound in the medium-term to the trouble in getting Kazak and general Caspian Pipeline Consortium oil production to water, and in the short-term, the icy blast in North America which rather caught the market on the hop, resulting in the upward scramble in prices associated with heating. With reports of a resolution to the problems in CPC and the Tengiz field and an increasing belief that the current weather afflictions touching upon the production in Texas will not be as bad as the prolonged freeze witnessed in February 2021, oil and gas prices are being tempted lower.

Daily Oil Fundamentals

Another Week of Reality Check

26 Jan 2026

Another Week of Reality Check

It is looking increasingly likely that one day, though not in the immediate future, the Old Continent will be grateful to the omnipotent leader of the New World. No doubt, military reliance on the US over the past 80 years has proven unhealthy, has led to inertia, and President Trump, to a certain extent, justifiably, has run roughshod over former allies. His latest salvo was manifested in the relentless pursuit of ‘owning’ Greenland. This coercive move, however, was deemed to be over the line and made alarm bells ring louder in Europe than at any time since WWII.