OILX News and Press, UBS AG London Branch ZC SP ETRACS REDEEM 22/02/2046 USD 25 - Ser B From 10/17/23

2023-10-17 07:30:00 ET Summary What the Gaza conflict could mean for oil markets. Why the real threat to markets is if the Israeli-Hamas conflict pulls in other actors. Managing a portfolio in a time of uncertainty. The conflict between Israel and Hamas is adding m...

2023-10-17 03:58:00 ET Summary Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect. In our view, an extended period of globalization, political and geopolitical consensus, and low inflation is giving way to an age of deg...

2023-10-17 02:10:00 ET Summary The current war situation is moving oil, bonds and stocks, as the worst-case scenario is a massive oil price spike, which overrode bottoming action in the stock market. A worst-case scenario would be bullish for bonds, no matter what happens to the p...

2023-10-16 20:15:00 ET Summary Many commodity prices have been in a slump for most of 2023. Weak economic activity in China gets a large part of the blame, but it’s not the whole story. Besides economic weakness in China, another very important challenge for commodity marke...

2023-10-16 05:44:00 ET Summary The CPI report didn’t seem to have much impact with rates little changed an hour after the report but bond selling was persistent all day. We think we are in the midst of a secular change in the trend for inflation and interest rates. The down...

2023-10-14 01:50:00 ET Summary US stock and bond markets have remained focused on their usual themes this week, with interest rates and Fedspeak at their customary top of the list. Even oil markets, which could be expected to be much more reactive to events in the Middle East, hav...

2023-10-14 01:20:00 ET Summary While the direct market impact of geopolitical conflict is typically short-lived, the macro impacts can often linger. The key macro concerns from the developments in Israel lie with the threat of upward pressure on oil prices. Global economic gro...

2023-10-13 05:30:00 ET Summary Impact investments are investments made with the intent of generating benefits for society, alongside a financial return. The biggest successes of climate change impact investing have been on the funding side. Impact investing can also have effec...

2023-10-13 02:30:00 ET Summary The potential impact of the Israel-Gaza conflict on energy markets. Why Iran's oil production has been rising. Geopolitics and commodities. What to expect. The conflict involving Israel and Hamas in Gaza has been raising concerns abou...

2023-10-13 00:38:00 ET Summary The October STEO is projecting June Non-OPEC oil production to increase by 1,069 kb/d to 51,079 kb/d. July 2023 production is projected to increase by 474 kb/d, the majority of which occurs in the later half of 2024. The China National Bureau of ...