Eurodollar University The Most Obvious Recession Concern Is Now Getting Really Concerning
Nov 23, 2023
The podcast explores the difficulties faced by oil producers, weakening demand for oil, and OPEC's efforts to stabilize prices. It analyzes crude oil inventories and their impact on the global economy. The discussion highlights the rebound of the US economy, deflationary pressures, and concerns over narrowing interest rate spreads. It also addresses the turmoil in the OPEC cartel caused by weakening oil demand.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Weakening Demand for Oil and OPEC's Efforts
02:14 • 5min
Analysis of Crude Oil Inventories and its Impact on Oil Prices
06:56 • 2min
Analyzing Rebound, Forward Rates, and Deflationary Pressures
09:24 • 6min
Concerning Narrowing Spreads, Increased Nervousness, and Inverted Curves
14:58 • 3min