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New Highs In S&P & NASDAQ, Americans Cut Back Spending

Stocks hit highs as yields top 5%; inflation hot; stagflation fears rise; US strong vs EU weak; AI power bottlenecks emerge
1 May 2026

Powell Goes Out Hawkish, Strong US Data, Fertiliser Markets

Hawkish Fed split lifts yields, dollar; Treasuries heavy; strong data, Big Tech beats; wheat jumps on energy-driven fertiliser shock
30 April 2026

Latest reports

Brent Recovers to $109.61/bbl

US may release more SPR oil; output boost eyed; OPEC+ steady post-UAE exit; Repsol lifts jet fuel output.
4 page report
30 April 2026

M.A.D

US–Iran stalemate deepens; Hormuz tensions rise, talks collapse, threats escalate, with both sides edging toward mutual destruction
16 page report
30 April 2026

HSFO Cracks Under Pressure

HSFO weak, 380 and VLSFO stabilising; E/W firming, mixed sentiment with short-covering.
30 April 2026

Bullish spec changes across the board

In line with this support, we anticipate money managers to add over 10.6mb to their Brent long positions in the week ending 28 Apr...
8 page report
30 April 2026