Europe’s gas market is now tied directly to the same Gulf disruption that is driving crude, so escalation in the Middle East lifts both energy risk premia together. If Europe has to…
Tomorrow’s U.S. CPI report is the next big test for the markets. Will inflation remain concentrated in energy, or will the data show price pressures spreading more broadly? That question took on…
The freight argument points to Brent holding a firmer premium over long-haul grades, including WTI delivered into Europe, for as long as shipping stays expensive. Refiners in Northwest Europe benefit from cheaper…
The US CPI report for September will be released tomorrow at 8:30 AM ET. The report – along with the PPI on Thursday – will give traders another key piece of the…
Collins’ remarks reinforce expectations of another quarter-point rise before year-end, with recent Fed commentary leaning towards December rather than this month’s meeting. That should keep front-end Treasury yields supported and limit room…
The deferred curve is carrying the bigger signal. WTI for calendar 2027 hit a record for a 12th straight session, around $84, and Brent’s 2027 strip set records on Monday near $90.…
Collins’ focus on how widespread inflation is moves attention to core and services prices, not just the headline energy-driven numbers. Signs of fuel costs spreading into broader prices would firm December hike…
US stocks closed lower Tuesday, but the closing changes tell only part of the story. The Dow swung through nearly 729 points, while the S&P 500 and Nasdaq Composite traded on both…
China releases consumer and producer price data for September at 0130 GMT on Wednesday, which is 9:30 pm US Eastern time on Tuesday. Factory-gate inflation is the reading most likely to move…
Crude oil futures settled at $94.14, up $0.40 or 0.43%, as elevated Middle East tensions kept supply risks in focus. Headlines centered on reports that Israeli Prime Minister Benjamin Netanyahu spoke with…
Comments from Fed’s Williams, reported by Bloomberg News, cross the wires: Currently sees no need for rate hike in 2027. Said there are still signs inflation will slow “quite a bit” and…
The USDCAD extended to a new high for the year on Friday following the weaker-than-expected Canadian jobs report. However, the breakout could only stretch about 7 pips above the previous yearly high…
