4min chapter

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Weekly Notebook Review | June 27, 2023

Hedgeye Podcasts

CHAPTER

Oil Is in Contango in Q1

Even oil key call it out this morning in terms of putting in a big layer on on the oil down at 67 spot one four. So is it something that we should be kind of thinking about, you know, as we as Pokey or asking about a quad outlook and how things are potentially looking down the road? We get sort of a bit of a quad three dynamic rather than quad four in Q for now. Palmer: I think, just keeping a keen watch on the commodity complex commodities still absolutely underperform in quad four environments.

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