Commentary

Market Summary: April 24, 2021

Apr 26, 2021

Petroleum prices softened on the week, primarily driven by a surge in Covid-19 cases in India, Japan and Brazil that weighed heavily on expectations of near-term demand. Stronger economic and vaccination data from the United States and slight... more

Market Summary: April 17, 2021

Apr 19, 2021

Petroleum prices recovered significantly this week as positive economic data from China, increases in monthly demand forecasts by both OPEC and the Paris-based IEA, a series of diplomatic expulsions between the US and Russia linked to both the... more

Market Summary: April 11, 2021

Apr 12, 2021

Petroleum prices soften this week as the reality of pending increases in OPEC+ output coupled with increases in production from members not bound to the agreement, emerging signs of a slowing economic recovery linked to stubborn remnants of the... more

Notes From Underground: The Arrogance of Janet Yellen

Apr 09, 2021

Since I last wrote, it has been a time for thought, contemplation and discussion. This week I recorded an FRA podcast with Richard Bonugli and Larry McDonald. It was the equivalent of the “Wide World of Sports” as we traveled around the world... more

The Roundtable Insight – Secular Change to Value Equities and Commodities

Apr 07, 2021

Presented by Financial Repression Authority.

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The First Quarter Of 2021 Is In The Books: Commodities Continue To Post Gains

Apr 05, 2021

The raw material markets asset class moved higher in the first quarter of 2021 after a volatile 2020 when the pandemic caused a massive selloff early and a huge turnaround that pushed some prices to all-time or multi-year highs. The commodity... more

Market Summary: April 4, 2021

Apr 05, 2021

Petroleum prices increased in a holiday shortened week as key influences were somewhat mixed. A surge in refinery utilization to a one year high as Gasoline demand exceeds that of last year at this time now by more than 10% was an exceptionally... more

Market Summary: March 28, 2021

Mar 29, 2021

Petroleum prices ended the week mixed, settling near unchanged despite exceptional volatility with broad outright price swings throughout the week. WTI fell 0.7%, Brent gained 0.1% while RBOB gained 1.3% and ULSD lost 0.7%. Total US commercial... more

The Roundtable Insight – Judd Hirschberg Technical Analysis of the Financial Markets

Mar 26, 2021

Presented by Financial Repression Authority.

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Market Summary: March 21, 2021

Mar 22, 2021

Petroleum prices suffered their largest weekly loss since October, falling for six consecutive trading days before recovering slightly on Friday. Driven by a significant recovery in the dollar, Thursday saw the largest single day loss in 11... more