Daily Oil Fundamentals

There is no Favourable Outcome

14 Apr 2025

There is no Favourable Outcome

Depending on one’s view, a turbulent week might be characterized as truly worrying or one that signalled the end of erratic and unorthodox policymaking.

Daily Oil Fundamentals

Pragmatism Prevails, Pause Ignored

11 Apr 2025

Pragmatism Prevails, Pause Ignored

The euphoria, which was on display in the latter half of Wednesday, speedily evaporated yesterday. There is possibly a very simple explanation for the return to the gloom and pessimism that characterized investors’ thinking ever since the trade war started to escalate after the infamous press conference in the White House Rose Garden on April 2.

Daily Oil Fundamentals

Markets are Always Right

10 Apr 2025

Markets are Always Right

Without any schadenfreude, a spade needs to be called a spade. Markets spoke, bonds the loudest, and it led to a capitulation in its purest possible form, a partial one, anyway, regardless of how it has been spun and sold. And yet, in this tacit admission of miscalculation, the message was characteristically vague and confusing.