Podcast series: A view from the FX desk

The eight core OPEC+ members have agreed to a modest increase in oil output for October, surprising markets after recent cuts. As production dynamics shift, the implications for global supply and pricing are significant. Please note: this podcast is provided for information purposes only and should not be construed as…

Despite ongoing market uncertainties, Brent continues to trade around $68/b. The recent meeting between India, China, and Russia signals a unified front against US sanctions, while the upcoming OPEC+ meeting is unlikely to result in significant policy changes. Please note: this podcast is provided for information purposes only and should…

Oil prices rally on worries about Russian oil exports in view of the imminent increase in tariffs on India, which aim to dissuade India from buying in Russian oil Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation…

Following the Trump - Putin meeting after market close on Friday, initial uncertainty about the outcomes has shifted to optimism, with Russia agreeing to provide Ukraine with security guarantees. As markets react to this development, attention turns to the complexities of negotiations and their potential impact on oil, gas, and…

With Trump's deadline for a Russian ceasefire passing, Brent crude fell to $65.50/b, indicating market speculation about potential deals. As focus shifts back to rising OPEC+ output and summer demand, the implications for global oil and gas markets remain uncertain. Please note: this podcast is provided for information purposes only…