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Powell Goes Out Hawkish, Strong US Data, Fertiliser Markets

Hawkish Fed split lifts yields, dollar; Treasuries heavy; strong data, Big Tech beats; wheat jumps on energy-driven fertiliser shock
30 April 2026

Gov Finances in Mess, NWE Jet Fuel Imports Hit Lows, Data Today

Yields surge, GBP at risk; Iran blockade looms; fuel tight; consumers pessimistic; wheat spikes; markets wobble, tech crowded
29 April 2026

Latest reports

Bullish spec changes across the board

In line with this support, we anticipate money managers to add over 10.6mb to their Brent long positions in the week ending 28 Apr...
8 page report
30 April 2026

June Brent Hits $126/bbl

June Brent reaches $125/bbl on expiry day; front Jun/Jul spread over $10/bbl; DoJ initiates forfeiture of two Iran-linked oil tankers
4 page report
30 April 2026

Drawing New Highs

See all the updates across the barrel and a half dozen contracts to watch in our six reports.
6 reports
29 April 2026

Brent Breaks $119/bbl

US turns net exporter as stocks drop; Trump meets oil firms; Russia flows steady; Italy warns on jet fuel
4 page report
29 April 2026