WTI / OIL
$USOCatch-Up
WTI’s recent move is being framed as a fading supply-disruption premium as Middle East developments reduce the risk of tighter crude availability. At the same time, the Iran-war-driven resurgence in oil is still expected to lift next month’s CPI temporarily, highlighting a near-term inflation effect even as upside pressure on crude eases.
David Keller 
Michael Howell 
Lance Roberts A daily catch-up of talking heads, in fifteen minutes.
Analyst Views on WTI / OIL
Oil prices are likely to rise significantly as strong real-economy activity boosts commodity demand and the gold-oil ratio moves toward long-run mean reversion.
Oil is too cheap as war fatigue underestimates the likelihood that a sustainable Iran campaign escalates, supporting higher prices.
WTI crude oil is declining as Middle East developments imply less supply disruption and reduced upside pressure on crude prices.
Oil prices have recently resurged following the Iran war, creating a temporary expected increase in next month’s CPI report.
Wordcloud
Direction By Day
| 01 AUG | 02 AUG | 03 AUG | 04 AUG | 05 AUG | 06 AUG | 07 AUG | 08 AUG | 09 AUG | 10 AUG | 11 AUG | 12 AUG | 13 AUG | 14 AUG | |
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| David Keller | · | · | · | · | · | · | · | · | · | · | · | · | · | ▼ |
| David Woo | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · |
| Lance Roberts | · | · | · | · | · | · | · | · | · | · | · | · | · | ▼ |
| Michael Howell | · | · | · | · | · | · | · | · | · | · | · | · | · | ▲ |
Sentiment Heatmap
| 01 AUG | 02 AUG | 03 AUG | 04 AUG | 05 AUG | 06 AUG | 07 AUG | 08 AUG | 09 AUG | 10 AUG | 11 AUG | 12 AUG | 13 AUG | 14 AUG | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Keller | · | · | · | · | · | · | · | · | · | · | · | · | · | ▼ |
| David Woo | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ | ▲ | · | · | · | · |
| Lance Roberts | · | · | · | · | · | · | · | · | · | · | · | · | · | ▼ |
| Michael Howell | · | · | · | · | · | · | · | · | · | · | · | · | · | ▲ |