Martijn Rats: The 2023 Global Oil Outlook

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  Show more

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ...  Show more

US equities could hardly consolidate gains they posted following the Wednesday’s softer-than-expected inflation data in the US, even as the producer price index printed the first monthly decline since April 2020. The barrel of US crude rebounded to $94 as the International Energy ...  Show more

Les marchés pétroliers ont repris leur course vers les sommets. Le baril a frôlé hier lundi la barre des 95 dollars à Londres. Une envolée qui contrarie les efforts menés pour enrayer l’inflation.   Plus 15% de hausse en trois semaines, plus 30% depuis le mois de mars. Cette envo ...  Show more

U.S. benchmark oil prices are up almost 50% this year, as global demand continues its pandemic recovery. In the States, rising demand and rising prices have led to production increases - but only modest increases so far. This week, Switched On speaks with Tai Liu and Anna Dialyna ...  Show more

Sentiment suggesting continued bearishness in the crude complex is being challenged by the potential for a tightening market in the second half of the year. Russia continues to be a wildcard and concerns are rising over Iran, just as Chinese demand looks to shoot back, OPEC seems ...  Show more