Daily Oil Fundamentals

A Pivotal Stride in the Right Direction

10 Oct 2025

A Pivotal Stride in the Right Direction

Risk was off yesterday. Equities and oil both retreated, although the trigger points differed. A large part of the US government remains dysfunctional, official data are not forthcoming, and investors have consequently shifted their attention to private surveys. The official CPI report, which was due on Wednesday, was not published. The next best thing, the consumer price index estimate for durable and personal goods from the analytics firm OpenBrand ...

Daily Oil Fundamentals

Peace In Our Time?

09 Oct 2025

Peace In Our Time?

There probably is not a one among us, apart from the lunatic fringes, who do not wish for the latest ceasefire deal being brokered in the Middle East to bear fruit and the slaughter to stop. Yet, there is always the nagging doubt, bearing in mind the recent attempts toward peace and the millennia of ingrained prejudice, hurt and ultimate intransigence.

Daily Oil Fundamentals

Stock Market Correction, Stubborn Oil

08 Oct 2025

Stock Market Correction, Stubborn Oil

Corrections are part and parcel of any trending market. The more extreme the underlying move, the less significant the trigger for a retreat needs to be. Yesterday, in equities, that spark came as traders assessed the impact of the French political crisis and the inactivity of the US government.