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Oil is Back in Fashion | S6 E01
Manage episode 394316287 series 2660211
World of Oil Derivatives is back for 2024!
With a new year, traders, market analysts and market observers are looking for a consensus. Research houses are making their claims, and banks their forecasts, and it will still be 1-2 months before we hear from trade houses and majors about their outlook for the year.
So could the global economy surprise us to the upside this year? Could we get lower interest rates that brings on a risk on move in macro markets? Or, as always, could there be a geopolitical conflict that genuinely does impact supply?
Onyx CEO Greg Newman joins Research Associates Martha Dowding and Vincent Wu for an update on how Brent Futures have played out since Christmas.
Greg, Martha and Vincent discuss the impact macro news events have on the market. From the Boeing malfunction to the recent earthquake in Japan, Greg sheds light on how huge events like this can be surprisingly bearish in the long term. However the Red Sea attacks are a different story, which the team will discuss.
We give an update on the refinery margins which are showing slight improvement week-on-week. Vincent sums it up by saying it’s a shit time to trade! The Trade Idea of the week is to short the February C4 ENT vs. C3 LST.
Make sure to leave a comment on our YouTube page, we’d love to hear from you.
If you’d like to connect with Greg, Martha or Vincent on LinkedIn, click on the links below:
Greg Newman: https://www.linkedin.com/in/oilderivatives/
Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/
Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/
Jump straight to the chapter you’re interested in:
02.33: Brent Futures
04.33: Googling Oil/Big Oil Headlines
14.26: Macro News Events on the Oil Market
27.00: Refinery Margins
33.15: Trade Idea of the week
102 قسمت
Manage episode 394316287 series 2660211
World of Oil Derivatives is back for 2024!
With a new year, traders, market analysts and market observers are looking for a consensus. Research houses are making their claims, and banks their forecasts, and it will still be 1-2 months before we hear from trade houses and majors about their outlook for the year.
So could the global economy surprise us to the upside this year? Could we get lower interest rates that brings on a risk on move in macro markets? Or, as always, could there be a geopolitical conflict that genuinely does impact supply?
Onyx CEO Greg Newman joins Research Associates Martha Dowding and Vincent Wu for an update on how Brent Futures have played out since Christmas.
Greg, Martha and Vincent discuss the impact macro news events have on the market. From the Boeing malfunction to the recent earthquake in Japan, Greg sheds light on how huge events like this can be surprisingly bearish in the long term. However the Red Sea attacks are a different story, which the team will discuss.
We give an update on the refinery margins which are showing slight improvement week-on-week. Vincent sums it up by saying it’s a shit time to trade! The Trade Idea of the week is to short the February C4 ENT vs. C3 LST.
Make sure to leave a comment on our YouTube page, we’d love to hear from you.
If you’d like to connect with Greg, Martha or Vincent on LinkedIn, click on the links below:
Greg Newman: https://www.linkedin.com/in/oilderivatives/
Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/
Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/
Jump straight to the chapter you’re interested in:
02.33: Brent Futures
04.33: Googling Oil/Big Oil Headlines
14.26: Macro News Events on the Oil Market
27.00: Refinery Margins
33.15: Trade Idea of the week
102 قسمت
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