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Every asset class has been on a rollercoaster ride as investors are watching central bankers all around globe tighten monetary policy to fight inflation. The focus for the upcoming week will naturally be a slew of Fed speak and the latest US CPI data which is expected to show inflatio...
European Commission President Ursula von der Leyen proposed a complete import ban on all Russian oil as part of the EU’s latest sanctions package. Russia’s oil exports are typically worth more than twice as much as its gas exports, and the EU is the destination for nearl...
The natural gas rally gets turbocharged in 2022, pushing prices to the highest level in fourteen years. Natural gas is moving into the hurricane season. Asia and Europe are LNG buyers. US stocks are very low. Expect lots of volatility - UNG tracks natural gas futures price...
The map of the Asset Allocation Committee’s market views is a buzz of activity this quarter. Coming into 2022, we anticipated slower growth compared with the steep recovery levels of 2021 and inflation that was declining but persistent—and problematic due to its origins ...
Energy is still the only game in town for strong upside momentum in the US equity sector this year. While the usual suspects in the business of extracting and selling fossil fuels are enjoying windfall profits lately, no one will confuse these firms with the renewable/green energy spa...
The energy sector is looking at the strongest revenue growth of all 11 sectors in the S&P 500 in 2022. The one bright spot for energy bulls is the very positive revisions in expected quarterly revenue growth for the energy sector happening already in 2022. For the energy bears...
Market commentary I have been seeing has had an unusual split: warnings about the collapse of the bond market, as well as imminent recession. The preliminary report for U.S. Q1 real GDP was released last week, which registered an annualised decline of -1.4%. Although there are som...
While recent, counter-seasonal price spikes have made headlines, the long-term fundamental outlook for US natural gas remains strong. For midstream, the expected growth in natural gas production and demand will require additional energy infrastructure, including pipeline and processin...
Right now, in the seasonally strong late spring period for oil consumption, many countries are putting sanctions on Russia because of the Ukraine crisis. I am worried that some of these sanctions will backfire, and the price of oil will go parabolic, affecting more than the sanctionin...
With oil prices spiking and investors avoiding volatile names, only a few themes have worked: energy and defensive stocks. With economic growth likely to slow and earnings growth harder to come by, companies able to grow earnings should garner renewed interest. To the extent reces...