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Reduced usage of fossil fuels and the implementation of climate change policies are integral parts of the energy equation. After China, the Netherlands, Germany, and Poland are among Russia’s biggest oil customers. Cost and regulations, including environmental concerns over...
European importers have been avoiding crude oil shipped from Russia, as a response to the invasion of Ukraine. This has driven a rather remarkable switch in the direction of Russian crude oil flows towards Asia, mostly India and China. Our assumptions on the longer distance to be ...
In order to extend the rally in the stock market, we needed good news on the inflation front, and we needed the bond market to remain well-behaved. The resulting declines late Thursday and early Friday came quickly, putting us back in a situation where a retest of the May lows seems l...
A new high in headline inflation sends interest rates soaring. The major market averages are testing their May lows. Wednesday's Fed decision and Chairman Powell's press conference will likely dictate the direction of the market from here. Oil prices remain the lynchpin to con...
The year-over-year change in core CPI peaked in March and is coming down, albeit slower than we’d all like to see. The economy is slowing in some areas and inflation is still high but probably peaking. Bond yields are starting to look pretty attractive relative to stock div...
The consumer is saying in polls that the economy stinks, but I think they mean inflation stinks. To get inflation under control, we need to get the price of oil lower. A resolution in the Ukraine would help the economy more than anything that the Fed can do. The Fed will keep rais...
Trafigura and Goldman Sachs see oil at $140 or more. Central bank projections are more rosy. Inflation could hit 15% in the US; ECB wrong again. US inventories highlight a supply crunch. For further details see: Get Ready For $150-200 Oil And Higher Inflation
Despite this year’s rally, energy still represents less than 5% of the market capitalization of the S&P 500 Index. In our view, oil and natural gas prices are likely to remain elevated. As investors consider how to mitigate against an inflationary environment in their p...
February Non-OPEC production increased by 303 kb/d to 49,926 kb/d. February’s world oil production increased by 971 kb/d to 80,621 kb/d according to the EIA. For the past few months, the growth in frac spreads has not been keeping up with the growth in rigs. EIA pr...
One of the ways to make portfolios more resilient to inflation right now is owning the currencies of large commodity exporters, both in developed and in emerging markets. One other expression of the theme is by directly trading commodity curves, especially the longer end of the oil fu...
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UBS AG London Branch ZC SP ETRACS REDEEM 22/02/2046 USD 25 - Ser B Company Name:
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UBS Investment Bank today announced that it will redeem all of the outstanding securities of the series set forth in the following table (the "Securities"): * The table above provides the hyperlink to the relevant prospectus supplement for the Securities. Capitalized terms used but not de...