Jeff Currie: All Oil Market Risks to the Upside
Jeff Currie, CEO at Real Macro, says US focus on diesel prices will likely worsen the gasoline problem and sees all oil market risks strictly to the upside. He advocates owning energy equities in a rotation out of tech.
Original · Bloomberg AI summary of public reporting
Why: All oil risks to upside → bullish CL
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Prices since publication
At publication → CurrentCL94.02 → 95.02+1.1%
BRENTOIL102.11 → 102.74+0.6%
XLE67.87 → 66.70−1.7%