In this week’s Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence. AI stocks face renewed volatility as major tech names correct sharply, while Japan’s yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, ...
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In this week’s Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence. AI stocks face renewed volatility as major tech names correct sharply, while Japan’s yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, ...
The Rise and Fall of DFLs: What Margins are Telling us About Crude
Flux News
38 minutes
3 months ago
The Rise and Fall of DFLs: What Margins are Telling us About Crude
In this episode of Flux Insights, Group Head of Research Harry Tchilinguirian, Quantitative Research Associate Harinder Sandhu, and Research Associate Mita Chaturvedi analyse the latest developments in crude oil and refined product markets - including a sharp drop in Brent prices, CTA positioning reversals, and fresh insights from Onyx's proprietary COT data. With technical pressure building across Brent and gasoil futures, the team highlights key support levels, bearish momentum signals, and...
Flux News
In this week’s Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence. AI stocks face renewed volatility as major tech names correct sharply, while Japan’s yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, ...