Barani Krishnan's Comment & Analysis
A complete archive of Barani Krishnan's articles, including current analysis & comment - Page 21
CPI reading due in China on Tuesday, in the US on Thursday
China reiterates commitment to COVID-zero approach
US CPI could give timeline on Fed rate pivot
Weak number could signal recession
From the...
Four straight days of double-digit gyrations on Henry Hub’s front month
All eyes on Freeport LNG’s planned reopen
US and Europe’s weather models giving muddle outlooks
Giddy-up! The...
Aside from today's rate hike, attention on October jobs report
If below estimated 191,000, it will build hopes for a Fed pivot on rates
If close to or above September’s 263,000, Fed will stay...
Seven straight months of losses and counting: Copper is having its worst bearish streak in 25 years, with no immediate certainty of a rebound as inflation at near four-decade highs, aggressive central...
As OPEC+ aims to carry out production cuts, China announces more COVID curbs
Slowing output in U.S. shale patch Permian Basin also limits oil’s downside
Fed and BoE expected to announce 75-bps...
Henry Hub’s front-month back at above $6 after 4 weeks below that key level
Market trapped between resistance of $6.28 and support of $5.80, charts show
US storage likely grew by...
Cocoa prices have pulled away from 3-½ year lows despite recession risk
Current $2,290/tonne price compares with March 2018 low of beneath $2,200
Friendly weather, abundant supply and growing...
Heating oil down 11% from the week ended Sept. 30 through Oct. 21
Plunge came as first distillate stockpile build in 4 weeks met warm weather
Charts indicate drop to $3.39 and below if next...
China’s flip-flops over COVID lockdowns are an anathema for crude traders
Beijing’s September oil import of 9.79 million bpd was down 2% yoy
More weakness if WTI holds below $90 and last...
Henry Hub’s front-month trades decisively below $6 vs. late August high of $10
More pain for gas longs as heating demand lower than year-ago bearish levels
US utilities likely added a...