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Markets Down & On Key Support, Yen Weakness

Yields hit new highs as equities fall, the dollar strengthens, and credit spreads widen on mounting AI capex concerns.
24 July 2026

Alphabet Falls On Headlines, China Returning to LNG, NASDAQ in Range

Yields hit new highs as rate bets build. AI capex weighs on tech, while bullish positioning and leverage reach extreme levels.
23 July 2026

Latest reports

Brent meets resistance above $90/bbl despite attacks on Saudi oil infrastructure

Saudi Arabia says it intercepted several drones from Iranian-backed militias in Iraq, targeting its oil infrastructure.....
27 July 2026

Missing Peace in the Puzzle

In this report, we suggest selling the Sep/Oct'26 Sing 92 spread and the Sep'26 naphtha E/W....
9 page report
27 July 2026

Super-92

Eastern structure strengthens on geopolitical escalations; EBOB weakens with physical barges similarly bearish, E/W up from -$15 to -$6.50
14 page report
27 July 2026

Brent gaps down as US-Iran pause attacks over the weekend

This drop in futures prices comes as US President Donald Trump has paused attacks on Iran for a second night in a row for talks...
27 July 2026