
Energy Equities Poised to Rally Further
John Tierney
Even though the S&P 500 energy sector is up 41% in 2022 (vs. -17% for the broader index), we recommend an overweight position.
John Tierney
Even though the S&P 500 energy sector is up 41% in 2022 (vs. -17% for the broader index), we recommend an overweight position.
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.
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...
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.
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.
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.
Bilal Hafeez
Last week saw weakness across both fixed income and equity markets as inflation fears persist, and central bank hawkishness is increasingly priced.
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.
John Tierney
Fertilizer prices rose 50% since the invasion of Ukraine because Russia is the leading exporter of fertilizer and related raw materials.
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...
Matthew Tibble
With inflation reaching eye-watering levels in Europe and the US, some look to gold as an inflation hedge...
Henry Occleston
The Russian invasion of Ukraine has outraged much of Europe, and the rest of the world. Aid to the Ukrainian administration...
John Tierney
Agricultural commodities face upward price pressure while agricultural sanctions persist.
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.
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.
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...
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...
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...
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 […]
Macro Hive is the community platform for the thinking investor…
Already have an account?…