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Markets Up As Trump Arrives in China, Hawkish FedSpeak, US Consumer Pain

Yields, stocks and metals rise as US inflation surges; Fed stays hawkish while consumer stress and delinquencies worsen
14 May 2026

Global Bond Crisis Re-emerging, Markets In Unusual Macro Regime, AI Capital

Bond stress returns as inflation surges; yields spike globally; stagflation fears grow amid AI boom, commodities rally and war risks
13 May 2026

Latest reports

Funds Bullish Products

Brent sentiment turns bullish as geopolitics worsen; funds buy gasoil/RBOB while producers show mixed positioning.
8 page report
14 May 2026

Brent Falls to $104.64/bbl

US pushes China energy purchases; India seeks UAE supply deals; Japan-linked tanker clears Hormuz; China fuel demand weakens
4 page report
14 May 2026

Reaching the summit

Hormuz easing hit crude, but tight inventories support markets; East gasoline/naphtha strong, HSFO stabilising, butane supported.
16 page report
14 May 2026

Fuel The Oscillations

Large price swings in both HSFO and VLSFO contracts; buyside interest in summer 380 spreads; Visco (180/380cst) diff widens
14 May 2026