MBCC TH 23rd June'23 - "What is the Fed upto now and why will the market be surprised? Oil it is not upto Saudi here, why?
The Fed balance sheet is not as straight as everyone thinks. We look beneath all the extras and tell you what is happening to liquidity.
Most think Oil cannot break < $70-$80/range, as Saudi/OPEC have control of the market, so we break down what can happen and will as we look at our forward looking indicators to tell you how to be positioned here..
