Market Inquisitor

Tamen Dubito

Crude Oil: Too Far Too Fast?

The aggressive run up in crude oil prices warrants a brief update on supply side fundamentals. This is outlook will cover the rest of March and early April.

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Fed Paradox: Here’s your dual mandate, now what?

In December 2015 the Fed raised their overnight rate for the first time in 8 years, and signaled that 4 more rate hikes were on the table in 2016. Shortly after market sentiment deteriorated, leading to skepticism about the central bank’s projected rate path.¬†With data signaling that Fed should move more aggressively than the market is currently anticipates, the Fed is at a crossroads.

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