Publications: Notes at the Margin

The EFT Mirage, the Storage Reality (March 30, 2015)


This oil price collapse is definitely different from earlier collapses. Anyone with positions in oil markets or perhaps investments in any market should pay attention. The view here is very specific. The price collapse is not over. While markets have leveled out this spring, the decline has not ended. This week we discuss the potential market and price impacts of surging investment in oil-linked exchange-traded funds and the continuing build in crude oil inventories.


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