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US 2-yr Bond Yields Risk Breakout, Jobless Claims, Amazon Strikes Deal with Rio Tinto

Breakout risk in US 2y yields on data; dollar up, metals/Fed-cut trades unwind. OIS prices just 20bp cuts. Asia AI, power demand surge
16 January 2026

US Hard Data on the Rise, Silver Corrects, China Posts Record Global Trade Surplus

US data (PPI, retail, homes); yields up, equities wobble, rotation to defensives. Trump calms Fed/tariffs/geopolitics; oil, silver slides
15 January 2026

Latest reports

Brent Trades in $64/bbl Handle

Mar’26 Brent traded in $64/bbl. Lukoil asset sale deadline extended, Dardanelles reopened, US manufacturing data
4 page report
16 January 2026

Gasoil E/W

In this edition, we take a look at the M1 Feb'26 Gasoil E/W.
16 January 2026

Sing 92 Gasoline

In this edition, we take a look at the Feb/Mar'26 Sing 92 gasoline.
16 January 2026

Brent Support at $63.50/bbl

Brent over $64/bbl as Vitol secured a $250m Venezuelan crude deal, Egypt added new output.
4 page report
16 January 2026
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