MBCC TH 15th Jul'26 - "Did CPI spoil Warsh's hawkish plans? There is no shortage of Oil, it's refining that is the problem, how to play it?"

As earnings are coming out in full swing, we dive into why the CPI was so important yesterday and why it caught the market wrong footed…

Also, everyone obsesses about Oil, but it is about refined products - that is key here!

Detailed note on what happens next in Oil and Dollar and Gold etc…