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JGB yields hit 30-year highs as yen weakens; US yields climb on inflation fears, equities slide, UK wages stay firm.
Softer Dollar, Chinese Data Lands Below Consensus, Urban Unemployment Up
Softer US data eases Fed hike bets; China’s July growth misses across the board, with weak retail and property weighing.
LATEST REPORTS
Breaking that $90 curse
CTAs are building at a quick pace, with net positioning in Brent futures flipping positive....
9 page report
A reversal incoming?
This week, we recommend selling the Oct'26 EBOB crack and the Sep/Oct'26 FEI spread....
9 page report
Brent Eased as Novorossiysk Resumes Operations
Novorossiysk resumes after drone disruption; Russia imports Indian gasoline, while China throughput rises but stocks see a major draw.
Power Nap
Naphtha cracks consolidate as East leads; E/W rebounds, while pronap buying strengthens with high-conviction hedger length.
17 page report