I found this in Oil...
What we are trading here is a temporary short term bounce in Oil as risk enters into the picture. The framework we have built around the current macro flow drivers remains the same: (i) Monetary policy divergence; and (ii) Equity/risk weakness via end of cycle uncertainties.
My base case is still for a trade deal to be reached this Quarter but with protectionism at the helm a bumpy path is guaranteed. Those wanting to hedge any escalation in uncertainty around trade can get long KRW 3m implied vol or alternatively find cheap longs for a vol spike in Crude.
Trump barking once more on the foreign policy side by not renewing waivers on sanctions for Iranian exports is increasing noise from the Saudi's.
Thanks all for the support, if we can get this idea to +50 likes we'll keep the intraday flows coming...
My base case is still for a trade deal to be reached this Quarter but with protectionism at the helm a bumpy path is guaranteed. Those wanting to hedge any escalation in uncertainty around trade can get long KRW 3m implied vol or alternatively find cheap longs for a vol spike in Crude.
Trump barking once more on the foreign policy side by not renewing waivers on sanctions for Iranian exports is increasing noise from the Saudi's.
Thanks all for the support, if we can get this idea to +50 likes we'll keep the intraday flows coming...
ملاحظة
... we are marching for the highs ملاحظة
London bidding the roll for the open ... ملاحظة
First targets cleared !!أغلقت الصفقة: تم الوصول للهدف
ملاحظة
61 remains bid ... eyes on the second targets 
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إخلاء المسؤولية
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منشورات ذات صلة
إخلاء المسؤولية
لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.