Episoder
-
In the last episode of season 2, Investec's Head of Commodities Callum Macpherson discusses decisions from the OPEC+ meeting that took place last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
The OPEC+ meeting was supposed to have been held over the weekend, but it has been delayed to this Thursday. Investec's Head of Commodities Callum Macpherson explains what is going on.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Mangler du episoder?
-
It’s a week to go until the OPEC meeting next Sunday. Investec's Head of Commodities Callum Macpherson looks at what do options they have and how does market pricing currently reflect the likelihood of these options.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
In this episode, Investec's Head of Commodities Callum Macpherson discusses what has been driving oil prices.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Following a lot of volatility in the oil market last week after the US elections, Investec's Head of Commodities Callum Macpherson looks at what could a Trump presidency mean for oil markets.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Investec's Head of Commodities Callum Macpherson discusses the strengthening of the market following some weakness in oil prices at the start of last week.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
In this episode, Investec's Head of Commodities Callum Macpherson discusses the reasons behind a sharp sell-off in oil markets and what this could mean for OPEC+ at their meeting coming up in December.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Last week the International Energy Agency published its monthly oil report, Investec's Head of Commodities Callum Macpherson discusses what the report says about supply-demand balance in the market.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
A week ago, brent was trading over 80 $/b, this morning the market is under 75, Investec's Head of Commodities Callum Macpherson discusses market developments and what is driving oil prices.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Brent reached a high close to 80 $/b last week. Investec's Head of Commodities Callum Macpherson discusses the latest developments and what this means for OPEC+ deliberations.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Brent rallied up over 75 $/b last week but sold off again at the end of the week. Investec's Head of Commodities Callum Macpherson looks at why the rally faded so quickly.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Oil prices recovered sharply last week. Investec's Head of Commodities, Callum Macpherson discusses what drove this rally and is it sustainable.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Brent has fallen to its lowest level since December 2021. Investec's Head of Commodities, Callum Macpherson looks at the impact of this and if OPEC+ will likely manage to agree to a solution.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
It has been a very volatile week for oil markets as Brent hit its lowest levels since March 2023, Investec's Head of Commodities, Callum Macpherson discusses what has been going on.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Oil prices are weaker again today as there are no signs that OPEC+ members are going to hold off on reducing cuts. Investec's Head of Commodities, Callum Macpherson has the latest on this.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Oil has strengthened again this week, and Brent is now back over 80 $/b.
Investec's Head of Commodities, Callum Macpherson, discusses what has been behind this?
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Brent fell back below 80 $/b again at the end of last week, Investec's Head of Commodities, Callum Macpherson, discusses why the is market struggling to stay over 80 $/b.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Brent has recovered from last week’s sell-off. Investec's head of commodities, Callum Macpherson, explains the factors driving the rally.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Brent fell to its lowest level since January at the end of last week. Investec's head of commodities, Callum Macpherson, looks at what's driving this.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec -
Energy prices were under pressure last week as equity prices fell, led by tech stocks as question marks surfaced over the rapid expansion of artificial intelligence, says Investec's head of commodities, Callum Macpherson.
Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec - Se mer
