Brent May Go To $100

🚨 🚨 Analysts at JPMorgan Chase & Co. have laid out a scenario that sees Brent crude pushing triple digits by September, which would be the first time in two years. The catalyst is a decision by Moscow to cut production further in the coming quarter

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US 4Q GDP Beats

🚨 🚨 BREAKING: The final reading of US Q4 2023 GDP comes in at 3.4%, above expectations of 3.2%. This officially marks 6 consecutive quarters of positive GDP growth

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A Fast Food Play With 49% Upside

🌭 🌭 The fundamentals for this fast-casual restaurant remain strong and a recent pullback in the stock presents a buying opportunity for investors. Upside: 49%

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Watch Millicom

🚨 🚨 Millicom trades at the lowest multiple for Latin America telecoms, at 6.9 times operating free cash flow estimates, below the 8 multiple for Tim, 9.4 multiple for American Movil and 9.9 multiple for Vivo

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Global Funds Sell Japanese Bonds

🇯🇵 🇯🇵 Global investors unloaded a net ¥3.89 trillion ($25.7 billion) of Japanese debt last week, the most in more than a year

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Ray Dalio Warns About China

🇨🇳 🇨🇳 Ray Dalio warned that China should cut its debt and ease monetary policy or face “a lost decade.” He said that he agrees with Chinese President Xi Jinping’s warning of a 100-year period of unprecedented change and recommends the country take steps to manage its debt problem

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Carbon Dioxide Storage Is Huge

🚨 🚨 Carbon dioxide storage is emerging as a potential multi-billion-dollar revenue stream for oil firms. In Asia, which will generate the majority of this century’s carbon emissions, Indonesia and Malaysia are among the few places where CO2, once captured, can be viably stored underground. Oil companies are already jockeying for position

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China’s Bond Frenzy Fades

🇨🇳 🇨🇳 A fizzing five-month rally in Chinese government bonds looks set to end this month, as the haven buying spree comes under threat from expectations of higher debt issuance in the second quarter and a weaker yuan

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Australia: Banks Are On A Roll

🇦🇺 🇦🇺 The S&P/ASX 200 Finance Index is on track for an 11% gain, doubling the advance of the regional banking gauge over those three months. The nation’s biggest lender, Commonwealth Bank of Australia, this month touched a record high

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