today
The dominant discussion was an oil-market shock, with reported attacks around Hormuz, disruption risks and sharply higher diesel pricing feeding a structurally bullish view from Jeffrey Currie 1 and a more conflicted market signal from Rory Johnston, who observed weakening prompt crude tightness alongside surging diesel cracks 171820. Saudi Arabia was reported to be expanding alternative crude-routing capacity, while Brent rose above $107 amid reported strikes on Ukrainian energy facilities and a tanker fire in Hormuz 2324. Hot US inflation and strong activity data drove rate-hike uncertainty, higher yields and equity weakness, although bond yields later rallied as stocks sold off 347.
Where the voices land
Nobody took a position this week.
Mentions
28 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Rory Johnston 8 mentions
- The Kobeissi Letter 4 mentions
- Robin Brooks 2 mentions
- Bloomberg 2 mentions
- Javier Blas 2 mentions
- Eric Balchunas 2 mentions
- Mohamed El-Erian 2 mentions
- Jeffrey Currie ++ 1 mention
See what your own voices say about today, every morning.
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