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NASDAQ Closes at Highs (Again), US-Iran Agreement in 6 Months, Treasuries

Nasdaq streaks higher; geopolitics strain energy; jet fuel risk in Europe; bond warning; data signals rising stagflation pressure.
17 April 2026

S&P Rallies Amid Short Squeeze, Trump’s “Two Amazing Days”, LNG Rewired

S&P nears highs on short squeeze; gold up, dollar down. Inflation rising, funds bearish, LNG flows shift as US fills Qatar gap
15 April 2026

Latest reports

Sing Regrade

In this edition, we take a look at the May'26 Sing Regrade.
17 April 2026

NWE Gasnaph

In this edition, we look at the May’26 NWE Gasnaph...
17 April 2026

Brent eases to low $96 handles

The front-month (Jun'26) Brent futures contract continues to face firm resistance at $100/bbl, as seen at 18:00 BST yesterday.....
4 page report
17 April 2026

Money Managers Expected to Trim Longs

In line with this week's drop below $100/bbl, we anticipate a sharp liquidation of speculative net long positioning in Brent futures...
8 page report
16 April 2026