Trading Strategies

April Monthly Review |

Four major forces shaped the investment climate in the first quarter:  the evolution of the virus and the rollout of the vaccine, the rising long-term interest rates driven by higher oil prices, America’s large fiscal stimulus, […]

Market Analysis

OPEC+ And U.S. Data Sensitivity

OPEC The press release references several positive macro indicators to justify raising production (falling OECD inventories, vaccine roll-out, stimulus measures in several key economies), all of which make sense. The price is reacting sensibly, focusing […]