US

Is this time for a US stock turnaround?

A hawkish Federal Reserve and expectations of increasing interest rates have kept major stocks pressured over the month of September. The higher rates for longer narrative from the latest Fed meeting has helped push up yields and US interest rate expectations which is naturally more challenging conditions for US companies. 

Time to pour oil on troubled waters?

There are a few reasons cited for oil markets to gain over the medium term.  Russia’s oil ban from the EU comes into place on February 05 and China’s recent PMI prints showed a surprise expansionary print indicating strength in China’s…

US oil

US oil has some mixed drivers right now. The OPEC+ production cuts had been providing some support for oil alongside a weaker USD. Furthermore, the announcement of a 16 point property support plan for China could prop up more expectations…