Primary Vision Insights – June 15th, 2020

Primary Vision Insights – June 15th, 2020

By Mark Rossano

Summary

  • Update on Global Oil Markets
  • A Review of Oil Demand- SURPISE- IT IS WEAK!
  • OPEC+ Deal Review
  • Libya Update and What It Means
  • Economic Data Doesn’t Support Current Value
  • Export/Import Data and What it Means
  • Unemployment Remains the Elephant in the Room
  • Retail Sector Struggles as Consumers Don’t Show Up
  • Port Data and Global Bellwethers
  • A Quick Review of Credit Card Data
  • Don’t Forget About Food Inflation/ Emerging Market Pain
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