One number to start your day — 541 million barrels of oil storage in the US for the week ended June 19 is a record. Crude oil inventories were up…
adminJuly 7, 2020
April is the cruelest month, breeding lilacs out of the dead land, mixing memory and desire, stirring dull roots with spring rain. Your arms full, and your hair wet, I…
adminApril 6, 2020
If you are having an adrenaline rush and you are feeling dexterous and obviously James-Bondish then Skyfall is your thing, just that the markets have a mind of their own and no feelings for…
adminMarch 23, 2020
The Japanese yen can be an enigma. Independent from the logic, the sensations, the fundamentals, the technicals, and the question marks. Yet allegory visualizes enigma, veiled in a word. Japan,…
adminMarch 2, 2020
Gold is a seasonality trade. If you bought it after China's Golden Week over the past 5 years you would have made money and smiled all the way to the…
adminFebruary 17, 2020
What a January so far, volatility with a capital ‘V’ is back with a vengeance. We have had the US killing General Soleimani and Iran retaliation, Iran downing an Ukranian…
adminFebruary 3, 2020
This starts down in the dumps with what has been happening in Australia, which is being ravaged by the worst wildfires seen in decades, with large swaths of the country…
adminJanuary 20, 2020
History repeats itself, and where it does not then it often chimes. We watched out for the year end flows in markets which tend to be particularly hostile by the…
adminJanuary 13, 2020
As of writing, it is 9 am in Riyadh, Saudi Arabia, over a week since the bell-ringing ceremony of the red-hot debut of Saudi Aramco’s shares. By Thursday last week,…
adminDecember 23, 2019