
2026 Macro Outlook: The Market Is Sending a Warning After a 3-Year Rally w/ Mark Newton
Milk Road Macro
00:00
Crude Oil: Supply Glut, Short-term Slide, Then Rebound
Mark attributes 2025 oil declines to high OPEC+ supply, expects a low by February then a mean-reversion rally later in 2026.
Play episode from 24:19
Transcript


