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Summary CPI rose only 0.1% in November and 7.1% in the past 12 months. The monthly CPI was lower than the economists’ consensus expectation of 0.3%, and that triggered a massive bond rally that caused Treasury yields to plummet. The Fed never fights market rates, so even thou...
Summary Avoiding envy, and its associated pitfalls, is one of the simple secrets to a successful investment portfolio. Value once again outperformed Growth in the last week. After closing below the 200-day moving average for two weeks running, the US Dollar seems firmly entrenched i...
Summary The market implications of price caps on Russian oil. As Russian price caps kick in, what it means for oil production. Why oil prices are giving up gains for the year and sitting at a new 2022 low. As the G7’s new price cap on Russian oil kicks in, a...
Summary The spot price for a barrel of Brent crude oil, a market benchmark, is actually down for the year to date. Oil’s downward trend over the past two months is one of the more counterintuitive developments we have seen this year. If China manages to stay on course with it...
Summary U.S. equity markets are grappling with the highest inflation in decades, critical central bank policy decisions, and slowing economic growth. Energy’s positive dispersion can be attributed to the outperformance of energy stocks this year, which has propelled the S&P E...
Summary The Haynesville Shale is the third-largest natural gas play in the US by production, with output reaching new highs against a strong backdrop for US natural gas prices. Growing production, increased well productivity and drilling efficiencies, and proximity to liquefied natural ...
Summary Olga and Hugo review their predictions and explore what surprised them in 2022, focusing on GDP, interest rates, earnings growth, energy prices, and the dollar. Our forecast for nominal GDP incorporates expectations for both growth and inflation. We were on the right track by an...
Summary The energy sector has undergone immense change since 2020. We find the energy space very attractive right now. We think valuations are compelling. We believe that if our thesis is correct, the upside will take care of itself and potentially be quite attractive. ...
Summary There are two meetings going on today - the G20 major economies meeting on the Indonesian island of Bali today and tomorrow (November 15 and 16), and the COP27, which focuses on climate change, running November 7-18 in Egypt. Crude oil prices initially rose early last week...
Summary Surging stocks show markets believe hopes of a soft landing by the Fed to be true. We disagree and stay underweight developed market (DM) stocks. U.S. stocks jumped and bond yields plunged after October CPI rose less than the market expected. But sticky core inflation keep...
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Barclays Bank PLC iPath Series B Bloomberg Natural Gas Subindex Total Return ETN Company Name:
GAZ Stock Symbol:
NYSE Market:
Natural gas prices have soared to record highs this year due to a global energy crunch. Furthermore, because the EIA anticipates prices will remain high, at least through year’s end amid below-average inventories and rebounding demand, natural gas ETFs should benefit. We believe natura...
Barclays Bank PLC (“Barclays” or the “Issuer”) announced a temporary reduction of the minimum early redemption size of certain series of ETNs as specified in the table below (together, the “ETNs”). Currently holders of the ETNs are required to redeem...