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23.08.26 - 12:00
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Wall Street helped build modern China. But is it now being cast aside? (SCMP)
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For decades, Wall Street titans – from former Goldman Sachs chief Henry Paulson to Blackstone co-founder Stephen Schwarzman and Bridgewater founder Ray Dalio – were hailed as “old friends of China”, feted by senior officials and granted rare access to the country's top leadership.
Today, while American financiers continue to visit China and maintain commercial links, those private meetings with the top leadership have largely diminished, even as Beijing gradually opens its capital markets.
The......
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22.08.26 - 16:21
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Diesel Crack Spread Madness Deepens As Jefferies Finds No Easy Exit From Russia′s Refining Crisis (ZeroHedge)
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Diesel Crack Spread Madness Deepens As Jefferies Finds No Easy Exit From Russia's Refining Crisis
Refined-product markets have emerged as the epicenter of the global energy crisis, with commodity desks across Wall Street, including Goldman, Citi, Bank of America and Jefferies, warning that disruptions in the Strait of Hormuz and Ukraine's ongoing long-range drone attacks on Russian energy infrastructure are converging into a perfect storm for global fuel supplies.
As we close out this week, Monday marked a historic milestone, with Bloomberg's front-month US diesel crack spread (HOCL1 Index) topping $100 per barrel for the first time as the diesel shortage intensified and the spread landed on everyone's radar.
Four days before the HOCL1 Index breached the $100 mark, we cited notable Wall Street commodity desks that warned about the "perfect storm" brewing in refining markets:
Diesel Crack Spread Explodes To Record As Wall Street Warns Of Refined-Products "Perfect Storm"
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21.08.26 - 22:54
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Goldman′s Struyven: Hedge Crude′s Swings with Diesel (Bloomberg)
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Daan Struyven, Goldman Sachs Co-Head of Global Commodities Research, discussed the market reaction to potential new US sanctions on Iran during a live financial news segment. He noted that oil prices experienced only a modest increase following the announcement, largely because the existing blockade on Iranian ports and oil exports is already restricting Iranian oil from reaching the market. He speaks with Romaine Bostick & Sally Bakewell on "The Close." (Source: Bloomberg)...
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21.08.26 - 01:21
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"Get Long And Buckle Up": Jeff Currie Says Commodity Bull Market Entering Next Leg (ZeroHedge)
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"Get Long And Buckle Up": Jeff Currie Says Commodity Bull Market Entering Next Leg
The breadth of the commodity advance is becoming increasingly difficult to ignore.
Quantix Commodity Index
Diesel crack spreads have surged above $100, copper is trading above $14,000 a ton in London, gold and silver are accelerating amid US Treasury market intervention, and the Bloomberg Agriculture Spot Index is surging higher. At the same time, the dollar weakened sharply following Treasury Secretary Scott Bessent's intervention this week, providing an additional tailwind to the commodity complex.
According to veteran commodities strategist Jeff Currie, the convergence of tight physical markets, currency debasement, and policy intervention represents the hallmark of a structural commodity bull cycle.
Currie, the former Goldman Sachs commodities chief and now co-chair of Abaxx Markets, wrote in a ten-post thread on X that commodities are the clear winners as physical bottlenecks materialize around t...
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