Copper Commentary - 1/27/2023
Chinese consumers hold 17.8RMB in savings (~$2.6 trillion), up from 9.9RMB in 2021. The implications of deposit growth are less...
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- Jan 30
- 1 min
Natural Gas Commentary - 1/27/2023
Cheniere Energy noted in its Q3 2022 earnings report that the company shipped 70% of volume to Europe compared to 30% a year prior. The...
- Jan 30
- 2 min
Crude Oil Commentary - 1/27/2023
According to Bloomberg columnist Javier Blas, China imported 1.3mb/d of Malaysian oil in December. Just taking a glimpse over BP’s 2022...
- Jan 23
- 1 min
Treasuries Commentary - 1/23/2023
With PPI at 6.3%, markets see a light at the end of the inflation tunnel and therefore an end to restrictive monetary policy. While it is...
- Jan 23
- 1 min
Copper Commentary - 1/20/2023
Flipping the order around this week, let’s start with U.S. economic data. Industrial production slowed from 2.18% Y/Y in November to...
- Jan 23
- 1 min
Natural Gas Commentary - 1/20/2023
With Dutch TTF trading into the mid-50s earlier this week before prices recovered to €66.50/MWh on Friday, U.S. gas exporters don’t see...
- Jan 23
- 2 min
Crude Oil Commentary - 1/20/2023
Chinese crude consumption grew at a rate of 4.8% from 2011 – 21 but was down in 2022 as imports fell by 0.9%. Oil only accounts for 19%...
- Jan 20
- 1 min
Treasuries Commentary - 1/17/2023
We did an in-depth de-composition of last week’s CPI report available via this chart-pack. As detailed in yesterday’s Top Things to...
- Jan 20
- 1 min
Copper Commentary - 1/13/2023
After a year of tremendously restrictive Covid-policy, China is on the move again ahead of Lunar New Year. Traffic congestion across...
- Jan 20
- 1 min
Natural Gas Commentary - 1/13/2023
In 2019, the EU imported more than 50% of natural gas from Russia. As of August 2022, the dependency was reduced to 17.2% with further...
- Jan 20
- 1 min
Crude Oil Commentary - 1/13/2023
In a chart-pack from two weeks ago, we started to point to a pivot from Beijing in two arenas: the first pertaining to an accelerated...
- Mar 17, 2021
- 1 min
Treasury Market Outlook | Bill Baruch on CNBC
Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the treasury markets. Blue Creek Capital Management,...
- Mar 9, 2021
- 1 min
The Trade in Momentum Stocks | Bill Baruch on CNBC
Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the momentum trade. Blue Creek Capital Management, LLC...
- Mar 5, 2021
- 1 min
Currency Markets | Bill Baruch on CNBC
Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the Dollar Index. Blue Creek Capital Management, LLC...
- Mar 2, 2021
- 1 min
The Outlook on Equities | Bill Baruch on CNBC
Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on the S&P 500. Blue Creek Capital Management, LLC 141 W....
- Feb 25, 2021
- 1 min
The 10-year Treasury Notes Outlook | Bill Baruch on CNBC
Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on 10-year treasury notes. Blue Creek Capital Management,...
- Feb 22, 2021
- 1 min
Copper Price Outlook | Bill Baruch on CNBC
Blue Creek Capital President and COO, Bill Baruch, joined CNBC with his outlook on copper prices. Blue Creek Capital Management, LLC 141...
- Feb 9, 2021
- 1 min
Crude Oil Backwardation | Bill Baruch on CNBC
Blue Creek Capital President and COO, Bill Baruch, joined CNBC on crude oil in backwardation. Blue Creek Capital Management, LLC 141 W....
- Feb 5, 2021
- 1 min
Blue Creek Capital Energy Desk Note #1
Dear Valued Investor, We are entering a 2-month period where demand has seasonally been weaker due to maintenance at refineries across...
- Feb 5, 2021
- 2 min
Blue Creek Capital Investor Note #2
Dear Valued Investor, With the first few months under our belt, we look back on a very steady performance while the world around us has...
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