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The Hiking Cycle Is Over
The Macro Trading Floor
Easter: A Sign of Strength or a Sign of Weakness
OPEC plus didn't care about Easter either. We spent two, three minutes discussing whether we see this as a sign of strength or a sign of weakness. It is very rare that you see a spike in the oil price in the subsequent two to three months of trading after the announcement effect. Of course, it matters if you're from a geopolitical standpoint, just decided to pull the rock from under the supply on a very weird timing. But the timing is not weird this time. The manufacturing activity is slowing in China, in India, in the US,. Everywhere. About fucking manufacturing center on the world is using less energy.
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