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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

CL

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At publication → Current
CL94.02 → 95.02+1.1%
BRENTOIL102.11 → 102.74+0.6%
XLE67.87 → 66.70−1.7%
Jeff Currie: All Oil Market Risks to the Upside | SignalHub