As governments pile on the cash amid COVID, let's look at how the headlines could move oil and bonds -- and how the two are 'bonded' together.
For now, they have achieved their objective, showing President Biden firmly who is in charge.
The key question is will the bond market hold here or has the Fed already started working behind the scenes supporting it?
You can't lip service electric vehicles anymore. Exxon's board moves indicate it knows its gasoline days are numbered.
I would be a buyer of these BP calls.
Those blindly chasing the reflation trade tick for tick, better pay heed to physical market fundamentals.
My favorite natgas play has been Antero Midstream, approaching a 300% gain since last March.
A sudden surge in energy prices is among the trio of factors that could put on damper on the market.
The Fed's Jay Powell pulled out the heavy artillery to help keep the economy and financial markets going, but would it be enough?
The 'reflation trade' was the theme of the day as suddenly everyone was on board with the commodity supercycle.