Will Energy Stocks Buckle Under The Weight Of Higher Rates? AIA Weekly Report 6-18-22.
Rates are being raised by the FED. However, the market has raised rates well in advance of FED. Consequently, the FED is way behind the curve.
How far can rates go up before an over-indebted economy full of malinvestment begins to break?
How will this affect energy prices? Will liquidity and sentiment overwhelm the positive long-term energy fundamentals in the short term?
The Global War on Air Conditioning
https://www.humanprogress.org/the-global-war-on-air-conditioning/
Stan Druckenmiller comments on current market conditions, inflation, and interest rate policy
https://twitter.com/jessefelder/status/1536441341701263360?s=27&t=tdFml7p2C7sYk8XdSOvI9w
Ambani’s Reliance among Indian refiners targeting diesel exports using cheap Russian crude
https://www.ft.com/content/2195e57f-f93f-4cd1-b9a2-dda2ca550c45?list=intlhomepage
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