Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 37 videos · 7 channels
Copper bottleneck
2 videos · 1h 35mRecord copper reflected data-center and grid demand colliding with constrained mines and slow supply response.
AI-driven credit supply pressure
Heavy debt issuance to fund AI infrastructure is creating a large pipeline of non-investment grade debt that the market must absorb.
Yen rally driven by BOJ hawkishness and capital repatriation
The Japanese Yen is strengthening due to expectations of a more hawkish Bank of Japan and the potential for Japanese capital to repatriate as domestic bond yields become more attractive.
Yen carry risk
2 videos · 2h 22mBOJ hike expectations and possible Japanese capital repatriation turned yen strength into a cross-asset deleveraging risk.
Yen rally driven by BOJ hawkishness and capital repatriation
The Japanese Yen is strengthening due to expectations of a more hawkish Bank of Japan and the potential for Japanese capital to repatriate as domestic bond yields become more attractive.
Refining system constraints
Global refining capacity is described as 'completely stretched and vulnerable,' with diesel and jet fuel prices rising significantly relative to crude.
Refining over crude
1 video · 1h 36mLow distillate inventories and stretched refining capacity made product scarcity more acute than the headline crude balance.
Refining system constraints
Global refining capacity is described as 'completely stretched and vulnerable,' with diesel and jet fuel prices rising significantly relative to crude.
New-home inventory surplus
Completed new-home inventory reached 488,000 units in July, representing a 9.6-month supply, significantly above the 6-month balanced market level.