Commoditiessee more…

  1. The Golden Age of Oil and Gas Producers

    Josh Young

    Rising global demand for oil and a gradual green transition mean we may be in the early stages of the next oil and gas supercycle.

  2. Podcast Transcript: John Butler on Stagflation, Financial Instability, and World Wars

    Bilal Hafeez

    This is an edited transcript of our podcast episode with John Butler, published 22 April 2022. John is a commodity guru amongst other things. He has 25 years of experience...

  3. Ep. 109: John Butler on Stagflation, Financial Instability, and World Wars

    Bilal Hafeez

    John is a commodity guru amongst other things. He has 25 years of experience in international finance. He has served as a Managing Director for bulge-bracket investment banks on both sides of the Atlantic in research, strategy, asset allocation, and product development roles.

  1. Markets to Watch This Week: Fed Speakers Will Continue to Support 50bps Hikes

    Bilal Hafeez

    Last week saw a renewed move higher in crude oil as American equities continued to breakdown through the start of 2022’s first earning season. Meanwhile, USD/JPY pushed through 128.0.

  2. Podcast Transcript: Josh Young on $200 Oil and the Structural Energy Supply Problem

    Bilal Hafeez

    This is an edited transcript of our podcast episode with Josh Young, published 8 April 2022. Josh Young is the Chief Investment Officer and Founder of Bison Interests.

  3. Markets to Watch This Week: USTs Steepening to Continue

    Bilal Hafeez

    Last week saw weakness across both fixed income and equity markets as inflation fears persist, and central bank hawkishness is increasingly priced.

Ep. 107: Josh Young on $200 Oil and the Structural Energy Supply Problem

Bilal Hafeez

Josh Young is the Chief Investment Officer and Founder of Bison Interests – an investment firm that focuses on the publicly traded oil and gas sector.

Fertilizer Prices in 2022: How Will They Affect Food Markets?

John Tierney

Fertilizer prices rose 50% since the invasion of Ukraine because Russia is the leading exporter of fertilizer and related raw materials.

  1. Markets to Watch This Week: Short-end USD Rates Close to Pricing 50bp May Hike

    Bilal Hafeez

    Short-end yields were the biggest vol-adjusted movers of the week. 2Y UST yield led the rise to briefly break 2.5%, its highest rate since early 2019...

  2. Will Gold Save You From Inflation?

    Matthew Tibble

    With inflation reaching eye-watering levels in Europe and the US, some look to gold as an inflation hedge...

  3. To Hamstring Russia, Firms and Households Must Play Their Part

    Henry Occleston

    The Russian invasion of Ukraine has outraged much of Europe, and the rest of the world. Aid to the Ukrainian administration...

Upside for Agriculture Commodities

John Tierney

Agricultural commodities face upward price pressure while agricultural sanctions persist.

Renewables and Russia – A Tailwind for Turbines

Henry Occleston

The EU is hugely exposed to Russian energy – not just in gas but nearly all fossil fuels. The exposure hinders it from pursuing foreign policy goals.

  1. It’s Not Just Gas! Europe Runs on Russian Fossil Fuels

    Henry Occleston

    In the first of a three-part series on EU energy, we reveal how the bloc is greatly exposed to Russian natural gas imports – they account for 40% of its total usage.

  2. Russia Sanction Tracker: Gold Sanctions and Reduced Energy Dependence

    Bilal Hafeez and Ben Ford

    Pressure continues to mount on Russia, new sanctions have been imposed by the US, UK, Canada, Australia and the Czech Republic...

  3. Markets to Watch This Week: US5s30s Inverts While Yen Continues to Struggle

    Bilal Hafeez

    US bond yields have continued to sell off as the Fed looks to become ever more hawkish, Dominique expects a 50bps hike at the May FOMC meeting...

How the Baltic Dry Index Impacts Markets

John Tierney

The Baltic Dry Index (BDI) is one of those more obscure financial indicators that turns up in the financial press from time to time when freight shipping rates break out...

Bloomberg TV Interview: How to Adjust Your Investment Portfolio for a Recession

Bilal Hafeez

Enjoyed featuring on Bloomberg TV yesterday (28 March 2022) to share my thoughts on what the markets are signalling, how long equities can ignore an inverted yield curve for, and on whether it’s realistic for the ECB to hike four times within the next year. I also discuss the strong possibility of a recession, how […]

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