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Hedge funds make biggest energy buy in 4yrs; US corp profits hit record $4.8T at 14.9% of GDP; Citadel posts record $7.3B Q2 revenue.
US July PCE Inflation Above Expectations, Nvidia Q2 Revenue
US PCE hits 3.7%, core 3.3%; new home sales sink 10.5%; Nvidia posts record Q2, guides big growth; BOK hikes to 3.00%.
LATEST REPORTS
Riding the Momentum
This week, we recommend buying the Oct'26 Naphtha E/W and the Oct/Nov/Dec'26 EBOB Fly....
9 page report
Brent strengthens as US and Iran exchange strikes for the first time in weeks
Brent rises above $91/bbl as the US and Iran trade strikes; US Treasury imposes secondary sanctions on Banque Misr's UAE branches
Summer of RBOB
Funds trim Brent futures length; speculators accelerate RBOB futures purchases; diverging CTA crude and gasoline positioning
13 page report
Brent Regains as QatarEnergy Extends Force Majeure
Brent recovers to $88.28 as Qatar extends LNG force majeure, Germany fills gas storage, Energean eyes BP's Egypt assets.