Daily Oil Fundamentals

The Fed Unease Fuels the US Dollar

04 Nov 2025

The Fed Unease Fuels the US Dollar

A contemplative start to the week across the investment suites is very much inspired by some of the dissension expressed by members of the US Federal Reserve. There was never going to be a doubt on how the new Trump pick, Stephen Miran, would lobby for acceleration in easing interest rates, but with Kansas City Fed Jeffrey Schmid voting for borrowing costs to be held steady, it is the first time an FOMC decision has been made more awkward by opposing views since 2019.

Daily Oil Fundamentals

The Constant Need for Reassessment

03 Nov 2025

The Constant Need for Reassessment

With the last quarter of 2025 in full swing, the world, as we have known it since February, has not changed; it keeps evolving. Therefore, it is a gnarly undertaking to accurately read or predict it. All investors and market players can do is react to headlines but amid the current imbroglio, what seemed a reasonable call one day might have to be revised, re-evaluated and amended the other.

Daily Oil Fundamentals

You Cannot Ignore AI Stocks, but You Can Ignore Oil Stocks

31 Oct 2025

You Cannot Ignore AI Stocks, but You Can Ignore Oil Stocks

The cost of the AI buildout for Meta, the necessity to raise capital from a bond issue, and the amazing $35 billion Microsoft capex for the first quarter caused fleeting concern within the effervescent tech community. Whenever there seems a pause for thought surrounding AI, negative navel gazing is always interrupted by a bullish intervention which this time came from the results of Apple and Amazon after the bell.