Daily Oil Fundamentals

Words Are The Biggest Market Movers

24 Jan 2025

Words Are The Biggest Market Movers

It will be welcome relief, or at least a change of scenery, to begin a day without having to consider whatever latest Trumpism banners the morning’s headlines. Alas, that day is a long way off and yielding to the power of the new President’s words is unavoidable for reporting and more importantly, market movements. The extension of his campaign stump speech into the midst of Davos delegates again affects the progress of all investment suites.

Daily Oil Fundamentals

Shots Across Multiple Bows

23 Jan 2025

Shots Across Multiple Bows

Equities, particularly technological stocks, have rallied from last Friday’s settlement levels. The Nasdaq Composite Index has gained 2%, the S&P 500 index scaled its former summit yesterday. The US 10-year bond yield has retreated from 4.61% to 4.60%. The dollar has weakened, and its index has lost 1.1% of its value over the last five days.

Daily Oil Fundamentals

Giveth and Taketh Away

22 Jan 2025

Giveth and Taketh Away

Many markets and their practitioners seemed to have been under the illusion once Mr Trump's hand had been withdrawn from the Bible on Capitol Hill clarity would be revealed in whatever tariff path the US might now travel. But, along with many others, we have held a view that his first days of office will be a pathfinder for the next four years, with all mouthed intentions only becoming reality when that extravagant Presidential signature writes across the bottom of actual legislation.