Topic
Oil
Comprehensive research on oil and crude markets. Coverage includes WTI and Brent prices, OPEC+ policy, US shale production, and global demand trends. Analysis of refining margins, inventories, and energy transition impacts.
1162 reports available
Oil Prices and Bank of Canada Credibility
Scotiabank warns that persistently high oil prices could de-anchor Bank of Canada inflation expectations, necessitating aggressive rate hikes and deeper economic slowdowns to restore credibility.
Strong Earnings Season Complete
Following a strong earnings season with 27% year-over-year growth, the market focus is shifting to AI capex, new Fed leadership, and a broadening equity rally into small caps and emerging markets.
European Macro Weekly
The ECB is preparing for a June rate hike to maintain credibility despite growth concerns, while the BoE is adopting a more patient approach due to recent soft UK data. Geopolitical optimism regarding a US-Iran deal has lowered oil prices, but persistent inflation pressures remain a primary concern for policymakers.
Daily Points
Scotiabank analyzes why the recent Canadian GDP contraction is too weak and distorted to be labeled a recession, while geopolitical tensions drive oil prices higher.
Asia FX Weekly: Asia Inflation Data and RBI Meeting Key
The report highlights a busy economic week for Asia, focused on inflation data releases and the RBI policy meeting, while analyzing the impact of potential US-Iran de-escalation on oil prices and regional FX.
Japan Macro Weekly
Mizuho Securities forecasts a BOJ rate hike to 1.00% in June 2026 following better-than-expected April industrial production data (+0.8% MoM). While Tokyo CPI inflation cooled to 1.4% in May, the report anticipates a renewed pickup in the second half of 2026.