I Can See Clearly Now, The FED Is Wrong & A Conversation With Helima Croft
RiskReversal Pod
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OPEC Market Fundamentals
Earlier this week OPEC signaled that demand or at least their expectations for demand was going to be weaker in 2023 what is the signaling there for that and is it really setting up for some sort of cut so we can see a price increase. The key OPEC decision makers have said there's too much uncertainty they come in with a strong policy response but at certain point they're going to have clear signals about where this is headed, says John Defterios.
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Transcript
