by Joseph Sykora | Apr 4, 2023 | Blog, Energy, Macro Updates
As recently as last month, OPEC (Organization of Petroleum Exporting Countries) and its representatives suggested that they had no intention of cutting crude oil production for the remainder of 2023. It was only a month ago that rumors swirled around whether UAE would...
by Aptus PM Team | Dec 2, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: JL: This year stands alone in modern history, for its combination of stock / bond weakness Data as...
by Joseph Sykora | Nov 30, 2022 | Blog, Energy, Macro Updates
In the last two weeks, we’ve received several inquiries regarding energy equity outperformance relative to declining oil prices. Many people reference some version of the following chart: Source: Strategas, 11/29/22 For a commodity-driven sector, the...
