Welcome To Our Weekly Insights Review
Read here everything you need to know
Russia’s Seaborne Oil Flows Changing Patterns
Russia’s seaborne crude oil flows are trying to find new destination countries, while the US has already set an embargo on Russian oil.
Russia’s seaborne crude oil flows are trying to find new destination countries, while the US has already set an embargo on Russian oil.
Read More
Base Metals Gain As China Promises Further Economic Support Measures
A risk-on tone across markets saw commodities erase earlier losses to end the week higher
A risk-on tone across markets saw commodities erase earlier losses to end the week higher. This was supported by rising expectations of stimulus measures in China which saw industrial commodities rebound strongly.
Read More
Crude Oil Gains After EU Bans Russian Oil Imports
Energy markets gained amid concerns of further supply disruptions
Energy markets gained amid concerns of further supply disruptions. That was offset by concerns of inflation-induced slowdown in economic activity, which weighed on sentiment across metals and agriculture sectors.
Dead Cats Don't Bounce
We should not forget that the Fed continues to be the “only game in town”
Last week saw the best performing week since November 2020 for equities, after the Fed’s Minutes suggested that the Fed will not be more aggressive than already anticipated.
Russian Exports Surging Despite The War
The extensive dependency on many Russian exports, most notably within the energy sector, has seen the agreements and implementations taking time
The Russian assault on Ukraine has passed the 100 days mark, and no end to the conflict appears to be in sight.
Read More
Oil Gains As OPEC's Faster Increase In Output Fails To Impress The Market
Low inventories amid ongoing disruptions pushed most sectors higher.
Mixed economic data failed to impact sentiment in commodity markets, with supply side issues taking centre stage. Low inventories amid ongoing disruptions pushed most sectors higher.
Indonesia And Russia Remain China's Primary Sources Of Coal Imports
Imports from Indonesia have remained the primary source of imports and Russia the second largest source of imports
China's April coal import data by origin was recently released and shows that imports from Indonesia have remained the primary source of imports and Russia the second largest source of imports.
Read More