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Weak Payroll Data, Bangladesh Fuel Rationing, US Recession?

US payrolls miss, unemployment rises; yields climb on inflation fears as risk assets fall, recession odds rise and retail keeps buying.
9 March 2026

Bond Yields Surge on Strong US Jobs Data as Markets Brace for Payrolls

Strong US jobs data pushes bond yields higher ahead of payrolls, while Gulf states review global investments and private credit stress
6 March 2026

Latest reports

Brent Declines to $98.80/bbl

G7 holds off reserves release as Iran risks grow; India buys Russian crude and Saudi intercepts drones near key oilfield.
4 page report
9 March 2026

Supply Shock O’Clock

This week, we look at trades in crude oil and gasoline swaps.
9 page report
9 March 2026

East/West Ignition

Eastern gasoline leads the rally, the East/West flips positive, selling in deferred EBOB cracks
14 page report
9 March 2026

Use the Force Majeure

Hormuz closure spikes naphtha cracks, but Asian petrochemical shutdowns curb demand. Expect volatile NWE strength, softer Asia prices
17 page report
9 March 2026