Daily Alpha · YouTube
· Post-Market Alpha · by Buzzberg Research
Who was talking 78 videos · 26 channels
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Diesel and refining
1 video · 7mThe G7's 100M-barrel release is temporary, US distillate stocks are thin, and refining rather than crude is the binding constraint; Trump ruled out a diesel export ban.
G7's 100M-barrel release is a temporary fix; diesel stays tight on refinery limits
Bloomberg's Anthony Di Paola said the G7's 100-million-barrel emergency release pushed fuel prices lower, but the relief is temporary because the stock must eventually be replenished, and refinery constraints plus winter demand keep diesel tight.
Fed and rates
2 videos · 24mRediker sees Powell's board presence as a check on Warsh and does not rule out a 6% 10-year; Wang argues the Middle East energy shock is the primary driver of the global bond selloff.
Powell's board presence seen as a check on Chair Warsh
Doug Rediker argues that former Chair Powell remaining on the Fed Board acts as a tempering influence on Chair Warsh, since Warsh would find it harder to pick fights with board members who defer to Powell while Powell sits in the room; Rediker says Powell need not say anything for this to matter.
Wang: Middle East energy shock is the primary driver of the global bond selloff
Wang argues the strong rates-oil correlation and central banks citing a global energy shock mean the Iran/Middle East conflict is 'blowing up the global bond market,' with diesel export-ban threats and Houthi/Saudi headlines moving oil and yields intraday.
NAND flash shortage seen loosening first, as soon as late 2027
Gabrail distinguishes within the memory shortage: special AI memory stays tight for a while, but the NAND flash that drove SanDisk's 650% gain could be the first segment to loosen up as soon as late 2027.