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Bond Yields Grind Higher, Weak Chinese Data, Japanese PPI

Bond yields surge, oil rises, China weakens and equities wobble as stagflation and financial stress fears build.
18 May 2026

Markets Up As Trump Arrives in China, Hawkish FedSpeak, US Consumer Pain

Yields, stocks and metals rise as US inflation surges; Fed stays hawkish while consumer stress and delinquencies worsen
14 May 2026

Latest reports

Brent Meets Resistance Above $111/bbl

The Jul'26 Brent futures contract surged to a high of $111.60/bbl at 17:28 BST this afternoon, where it met resistance...
4 page report
18 May 2026

Blending in the bulls

We have seen net selling in the front EBOB crack and these players are out of the money....
14 page report
18 May 2026

Feeling A Bit Short

This week, we present the case for selling the Jun/Jul'26 EBOB spread and the Jun'26 MOPJ crack.
9 page report
18 May 2026

From Top-J to Drop-J

Naphtha market sees a week of two halves; thinner market due to PFA; cross-product driven liquidity
17 page report
18 May 2026