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Bond Yields Grind Higher, Weak Chinese Data, Japanese PPI

Bond yields surge, oil rises, China weakens and equities wobble as stagflation and financial stress fears build.
18 May 2026

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

Latest reports

Strength in Asian Margins

Refinery Margins Report for the week ending 15 May
11 page report
18 May 2026

Anticipating Peace

Speculators turn bearish in Brent on improved ceasefire prospects; Heating Oil net positions fall to 4-month lows
13 page report
18 May 2026

Brent Climbs to $109.72/bbl

ADNOC expands Fujairah exports; Trump weighs easing China sanctions; US vows SPR refill; Ukraine hits Russian energy sites
4 page report
15 May 2026

M1 Gasoil E/W

In this edition, we look at the M1 Gasoil E/W.
15 May 2026