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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

AI Back, Equity Markets Ignoring Oil&Gas, Tariffs Tighten, Oracle Warns

AI rebounds as semis surge, but bonds warn of risks. Oil, credit, tariffs and uranium supply gaps build pressure.
22 July 2026

Latest reports

Brent over $100/bbl!

Brent hits $101 highs and remains above $100 as President Trump threatens Iran with "massive attack"
23 July 2026

What’s worse than one Strait being under attack…?

Brent targets $100 as Houthis declare naval blockade on Saudi Arabia; Asia refined products rally substantially; gasoil cracks breach $70
16 page report
23 July 2026

Bullish Funds

Managed by money length forecast to increase in Brent, ICE gasoil and RBOB
8 page report
23 July 2026

Brent Hits 6-Week Highs As Houthis Claim Strikes On Red Sea Tankers

Brent nears $100/bbl on escalating US-Iran tensions while Houthis claim strikes on Saudi tankers; US imports most Venezuelan oil since 2017
23 July 2026