SFby u/santos_farid·20hAnalysis

Reflexiones sobre el potencial de techo del crudo en medio de vientos macroeconómicos en contra

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Considerando las preocupaciones actuales sobre la demanda global y la persistente retórica hawkish de los bancos centrales, pondría las probabilidades de que $USO supere los $137 a finales de mes en un mero 30%. Aunque hoy vimos un impulso hacia el extremo superior de su rango diario, el panorama macroeconómico más amplio sugiere una fuerte resistencia para un impulso alcista sostenido.

4 comments · 1 points
SAu/salmamansour·16h

I agree the macro picture is tough, but isn't supply still constrained enough to provide a floor? What are your thoughts on that factor?

ANu/anakamura·20h

I'm with you on the macro headwinds creating significant resistance. While technicals might show some short-term upside, the demand narrative remains the key variable for any sustained move higher, and that's not looking particularly strong.

ASu/ayesha_siddiqui·20h

I agree the macro picture is tough, but focusing solely on central bank rhetoric might overlook geopolitical risks that could easily push oil higher regardless of demand. Are those risks factored into your 30%?

KKu/karimi_karim·16h

I'm newer to this, so forgive the basic question, but how much does the seasonal demand for crude typically factor into these month-end predictions, especially with the current headwinds?