Oil edges up as US plans more strikes in Mideast; Ukraine hits Russian refinery

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• Ochlazování amerického trhu práce je během na dlouhou trať
  Šéf Fedu J. Powell si včera v portugalské Sintře pochvaloval, že trh práce přiměřeně ochlazuje a že se děje přesně to, co američtí centrální bankéři chtějí. No uvidíme, neboť prakticky ve stejný okamžik, kdy Powell vyjadřoval svoji spokojenost s makro vývojem, přišla data (tzv. JOLTS), která vyslala poněkud rozporuplné signály. Jeden z velmi sledovaných ukazatelů - počet otevřených (a tedy neobsazených) pracovních pozic - totiž v květnu vzrostl a udržel se nad číslem 8 milionů.
• Ochlazování amerického trhu práce pokračuje
  Ačkoliv akciový Wall Street nevstoupil do nového roku zrovna nejlépe, tak příběh super hladkého přistání americké ekonomiky stále žije. Alespoň touto řečí včera promluvila první důležitá konjunkturální data zveřejněná v tomto roce. Vedle poněkud rozporuplně se vyvíjející nálady v americkém průmyslu (index ISM sice vrostl, ale je stále hluboko pod 50 body) stojí především za zmínku včera publikovaná data z amerického trhu práce. Z nich totiž vyplynulo, že se Fedu přísnou měnovou politikou daří (prakticky kontinuálně) likvidovat převis nově otevřených pracovních pozic nad aktuální zásobou nezaměstnaných. V listopadu minulého roku činil poměr neobsazených pozic na počtu nezaměstnaných již 1,4, přičemž Fed může cílit na hodnotu 1-1,2 (v postcovidové době tento podíl vyskočil na hodnotu 2).
• Ochlazování bitcoinu pokračuje
  Trh s bitcoiny se minulý týden nadále ochlazoval a jeho cena ustoupila o více než 2 %. Bitcoin se na platformě eToro začal minulý týden obchodovat kolem 29 800 amerických dolarů, ale na začátku týdne se propadl až pod 28 800 dolarů. Cena se mírně zotavila, ale z velké části přešlapuje na místě a dnes ráno se obchoduje kolem 29 000 dolarů.
• Ochota riskovat se přes noc zvýšila, povzbuzením jsou lepší údaje z USA
  Andrew Robinson, Senior Forex Analyst, Saxo BankNavzdory poměrně bohatému kalendáři zveřejňo...
• Oil climbs due to supply concerns and China’s recovery
  Crude oil prices climbed for the third consecutive session on Monday. This rise was driven by expectations of an expanding supply shortfall in the fourth quarter, following extensions of production cuts by Saudi Arabia and Russia. Additionally, optimism regarding a demand recovery in China contributed to the increase.
• Oil continues to rise amid concerns over supply disruptions in the Middle East
  Oil prices rose more than 1% on Thursday, bolstered by concerns over disruptions at a Libyan oilfield and heightened tensions related to the Israel-Hamas conflict in the Middle East.
• Oil drops on OPEC+ doubts, China demand concerns
  Oil prices persist in declining on Wednesday as investors assess the impact of an extension in OPEC+ cuts on tightening supply amidst a deteriorating demand outlook in China.
• Oil drops 1% amid Fed caution, stock buildup, offsetting OPEC+ hopes.
  Oil prices retreated in Asia on Wednesday due to concerns about a potential delay in the U.S. rate-cutting cycle and an increase in U.S. crude stocks, despite a boost from news indicating OPEC+ might extend its output cuts.
• Oil drops 1% on Saudi cuts, despite Mid-East tensions
  Oil prices declined over 1% on Monday due to significant price reductions from leading exporter Saudi Arabia and an increase in OPEC production, even as concerns about rising tensions in the Middle East persisted.
• Oil Edges Up Amid Israel Strikes on Gaza, Ongoing Truce Talks
  Oil prices edged up on Tuesday following Israeli airstrikes on Rafah in Gaza, with ceasefire negotiations in limbo. This maintained the market’s support amid heightened tensions in the Middle East and concerns about potential disruptions to oil supplies.
• Oil edges up, with the focus on the anticipated outcome of the OPEC+ meeting
  Oil prices remained relatively stable on Thursday as investors eagerly anticipated the outcome of an expected OPEC+ meeting that might result in deeper supply cuts in 2024.
• Oil falls amid ongoing uncertainty over OPEC+ supply cuts
  Oil futures initially rose on Monday but reversed course, facing continued pressure from the OPEC+ decision and uncertainty about global fuel demand growth. However, the potential for supply disruptions due to the Middle East conflict limited the losses.
• Oil falls as dollar strengthens and demand concerns
  Oil prices fell during Asian trading on Thursday while the US dollar strengthened on expectations of an interest rate hike.
• Oil falls for third day as industry data suggests large US crude inventory
  Oil prices fell for a third consecutive day as trading began in Asia on Thursday, reacting to a report by industry group API that suggested last week may have seen the biggest weekly increase in U.S. crude inventories in eight months.
• Oil gains for week on supply cuts, demand concerns
  Oil prices increased on Friday, leading to a weekly gain, driven by heightened Chinese demand and supply cuts from OPEC+. This upward momentum persisted despite concerns about the global economy’s weakness and the possibility of future interest rate hikes.
• Oil gets cheaper ahead of China and US data, but OPEC+ cuts limit its decline
  Oil prices in Asian trading on Monday experienced a slight decline as investors exercised caution ahead of upcoming economic data releases from major consumers like the United States and China. However, the expected cuts in crude supply from Saudi Arabia and Russia helped limit the extent of the losses.
• Oil Holds Steady After Gains from Iran Sanctions and Strong Refining Margins
  Oil prices remained steady on Tuesday, following a bump in the previous session driven by fresh U.S. sanctions on Iran and robust global refining margins. Market concerns over potential supply disruptions helped offset uncertainty around demand.
• Oil Holds Steady Amid Ongoing Middle East Tensions and Supply Concerns
  Oil prices remained steady on Wednesday, supported by ongoing uncertainty surrounding the Middle East conflict and production cuts from OPEC+. This balance comes despite projections for ample global supply next year, which put some downward pressure on the market.
• Oil is on track for its fourth consecutive quarterly decline
  Despite oil prices surpassing $75 per barrel on Friday, they are set to record a fourth consecutive quarter of losses. This downward trend is primarily driven by concerns surrounding sluggish global economic activity and reduced fuel demand.
• Oil Jumps 2% After U.S., UK Hit Houthi Targets
  Oil prices climbed 2% on Friday following U.S. and British military actions against Houthi targets in Yemen, in retaliation for the group’s attacks on ships in the Red Sea.