Daily Oil Fundamentals

China and US Talks See Some Accord

16 Sep 2025

China and US Talks See Some Accord

Not that stock market bulls needed any more encouragement, but the deal announced in Madrid by the US and China on TikTok’s US operations being taken under American ownership is a breakthrough which not only encourages ideas of further trade goodwill but gives yet another boost to US tech stock outlook. Given that this “framework” has been a real deal breaker for the US, for it fears national security intrusion from the popular app, Washington appears to be so cock-a-hoop that it readily announced a phone call would take place this Friday between Presidents Xi and Trump to finalise the barter.

Daily Oil Fundamentals

Another Week of an Oil Market in the Shadow of Equities

15 Sep 2025

Another Week of an Oil Market in the Shadow of Equities

The investment suite last week had something for everyone, for bulls, for bears and for the indifferent. It would be foolhardy to not recognise the apathy which is developing in markets outside those of immediate consequence to that of equities. Here, we often muse on the direct feed that links words emitted from high-ranking politicians to price movements.

Daily Oil Fundamentals

CPI, Employment and Oil Prediction Discord

12 Sep 2025

CPI, Employment and Oil Prediction Discord

The slight acceleration in the US month-on-month CPI reading for August was a little surprising after the softer PPI but just goes to highlight the complexity which faces the Federal Reserve and those of us trying to plot a future path for markets. Much can be made of, and indeed there is logic in, how analysts attribute the slight blip higher to the passing of tariff costs to customers, but given other drivers, the monthly data is largely ignored.