Daily Oil Fundamentals

The Fall from the Summit Could be Painful

15 Aug 2025

The Fall from the Summit Could be Painful

If you think the investment environment is bewildering, you are correct. The now-infamous nonfarm payroll data from two weeks ago and the subsequent sacking of the head of the Bureau of Labor Statistics raised many eyebrows, prompting questions about data accuracy. Consumer inflation data was mixed, with the headline reading better than expected but the more significant core figure proving a tad disappointing.

Daily Oil Fundamentals

Inflation Always Matters

14 Aug 2025

Inflation Always Matters

Whoever the White House pick might be to fill the vacant seat on the Board of Governors at the US Federal Reserve is not known yet, but the ever-bulls perceive more sway on the committee. Wishful expositions from the Administration would have, until a place on the board became available, been greeted with zero reaction, but not now.

Daily Oil Fundamentals

Rate Cut Expectations are Growing

13 Aug 2025

Rate Cut Expectations are Growing

The relentless march in stocks continues, as the CME FedWatch tool now indicates a 94% probability of a September cut in US lending rates, even without further undue pressure on the Fed chair. The latest nudge came from July inflation data, which showed headline consumer prices rising by 2.7%, lower than expected.