Martijn Rats: Differing Prospects for Oi...

Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and con ... Show More

Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient. ... Show More

Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, generating gains for investors.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m St ... Show More

<p>Back in the 1970’s there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. </p><p>At the time, that meme rang true as people were lining up at gas ... Show More

Sponsored by Cognite – https://www.cognite.com/en/ogpodcast Indian Refiners Scoop Up Russian ESPO Crude as China Steps Back https://oilprice.com/Latest-Energy-News/World-News/Indian-Refiners-Scoop-Up-Russian-ESPO-Crude-As-China-Steps-Back.html Germany Slams Idea of Splitting Euro ... Show More

OGTW Live Hours-long toxic gas leak at Pemex oil refinery near Houston far exceeded legal limit https://www.reuters.com/business/energy/pemexs-deer-park-oil-refinery-scales-back-operations-after-fatal-accident-2024-10-12 U.S. crude oil falls below $71 per barrel, continuing sell- ... Show More

<p>For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thi ... Show More

As many of you know, I follow macro economics and from time to time I share perspectives on the implications of underlying aspects of industries that ultimately affect real estate or the economy in some way. On today’s show we are talking about oil. It’s been a while since we hav ... Show More

<p>Join Anthony Cheung and Piers Curran as they break down two big market stories: the surge in coffee prices to near 50-year highs and a bold forecast for the S&amp;P 500 to hit 7,000 points next year.</p><br><p>From droughts in Brazil to Starbucks’ supply chain strategies, they ... Show More

<p>Companies around the economy are increasingly warning about the negative effects of the goods recession, one after another missing revenue and sales targets/expectations. The latest from several of the largest global businesses point to deepening macroeconomic setbacks. Even t ... Show More