Bloomberg: Oil price drop on conflict resolution hopes may ease headline inflation
Big Story — The Relief Is in the Wrong Index The market is pricing a ceasefire as an inflation cure. It has the right direction and the wrong line item. When WTI fell six percent intraday this week on the first credible headlines that the Iran conflict might end, every desk read it the same way: oi...
Opinion
Opinion — The Three Numbers That Argue Against Oil Staying Above $100 for Years
Trust What OPEC+ Does, Not What the Survey Says There are three numbers that argue against oil staying above $100 a barrel for years, and the market is weighting them in exactly the wrong order. The ...
Opinion — While Tony Blair is trashing UK govt energy policy, NESTA analysis finds "early signs [it] may be wo
The UK Power Desk's Oldest Assumption Just Broke, and Almost Nobody Repriced For a decade, trading British power has rested on one reliable shortcut: when in doubt, it is a gas derivative. Model the ...
Opinion — Bloomberg: Oil price drop on conflict resolution hopes may ease headline inflation
The Short Everyone Is Putting On Is the One the Tanks Won't Allow Sell the war premium. That is the trade the whole market has on right now, and you can see it in the tape. WTI gave up six percent in...