最高の Derivatives ポッドキャスト (2024)

1
Oil insights with Harry Tchilinguirian | 2025, Year of the Snake | S1 E17 56:20

4d ago56:20

56:20

In the final episode of Oil Insights for the year, host Harry Tchilinguirian, along with the Onyx Research team—Martha Dowding, Vincent Wu, Will Cunliffe, and Edward Hayden-Briffett—recap the key drivers of the 2024 oil market and explore their implications for 2025. Topics include geopolitical risks, divergent global oil demand forecasts, OPEC+ pr…

1
The Officials | Special Episode: 10 Reasons Why Markets Have Turned Back | S1 E20 6:29

8d ago6:29

6:29

Live from Chongqing, China! Jorge dives into the latest oil market recovery as prices edge towards $75. He breaks down the Top 10 Reasons Why Markets Have Turned Back, highlighting key global trends and insights. From China’s increased quotas and state company purchases to Saudi Arabia’s strategic price cuts and the UAE’s surprising production cuts…

1
Macro Mondays | REPLAY | Bitcoin Hits $106K, UK GDP Shock, and Trump's Economic Surge | 16|12|24 24:28

8d ago24:28

24:28

This episode aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. In US data, inflation is trending higher, pushing both yields and the dollar higher, and this is a definite warning signal for 2025. Job postings are continuing to fall, but small business sentiment is surging leadi…

1
Macro Mondays | REPLAY | Bonds Yields Fall as Global Data Shows Surprising Weakness | 09|12|24 33:42

15d ago33:42

33:42

This episode of Macro Mondays aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. This week, we discuss falling global bond yields as both American and Canadian unemployment saw increases, while ISM Services PMI surprisingly fell sharply. Data over the weekend also highlighted co…

1
Trading Corner: The Widow Maker | Ep 11 16:11

19d ago16:11

16:11

Manny and James dive into the dynamics of crude oil and refined product markets as the year winds down. They analyse Brent spreads, distillates, and gasoline demand trends, highlighting bearish sentiment for next year balanced by current storage economics. They discuss refinery margins, potential impacts of cold weather on markets, and trading stra…

1
The Officials | Special Episode: "The Watchers" | Brent Price Dump | S1 E19 5:50

19d ago5:50

5:50

In this special mini episode, "The Watchers" (Director, Benchmarks, Jorge Montepeque and Group Head of Research, Harry Tchilinguirian) react live to the collapse in Brent flat price as the OPEC+ meeting convenes. We've seen a loss of over $2/bbl in the last 24 hours and OPEC+'s delay of barrels returning by 3 months, while some countries continue t…

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Oil insights with Harry Tchilinguirian | Caught Between a Rock and a Hard Place | S1 E16 27:08

21d ago27:08

27:08

This episode of Oil Insights was recorded on 3rd December, 2024 at 10:30am GMT. In this special edition episode, "The Watchers" (Director, Benchmarks, Jorge Montepeque and Group Head of Research, Harry Tchilinguirian) discuss the oil market over the past week. Harry and Jorge take a critical look at the dynamics surrounding OPEC+'s upcoming meeting…

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Macro Mondays | REPLAY | 🚨 U.S. Property Market & Chinese Yields Flash Warning Signal 🚨 | 02|12|24 27:15

22d ago27:15

27:15

This episode of Macro Mondays aired live at 12:30pm UK Time as James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. This week, the S&P 500 hit a new all-time high and is trending higher overall. US consumer confidence and US Black Friday online sales hit a highs as well, and stock market optimism has soared. On…

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The Officials with Jorge Montepeque: T for Thanksgiving and Trump | S1 E18 20:10

25d ago20:10

20:10

In this episode of The Officials, Jorge, Harry, and Will delve into a range of critical topics shaping energy markets and global economics. They begin with the impact of potential tariff escalations in North America, discussing how proposed policies may affect energy prices and trade dynamics, with a focus on U.S. relationships with Canada and Mexi…

1
Oil insights with Harry Tchilinguirian | One Flew Over the Turkey's Nest | S1 E15 28:08

28d ago28:08

28:08

This episode of Oil Insights was recorded on 26th November, 2024 at 11am GMT. Onyx Research Associates Vincent Wu and Mita Chaturvedi join Group Head of Research Harry Tchilinguirian to discuss price action and major events in the oil market over the past week. Following Trump’s re-election, the oil markets are bracing for potential policy shifts, …

1
Macro Mondays | REPLAY | Scott Bessent’s Impact and Market Shifts | 25|11|24 30:27

29d ago30:27

30:27

This week brought a flurry of critical developments, with Scott Bessent named as Treasury Secretary, signaling potential shifts in U.S. fiscal policy. Known for his bond market expertise, Bessent’s appointment caused gold prices to dip and led to fresh buying of bonds with 10-year yields falling 7bp on Monday's open. Meanwhile, Bitcoin hit an all-t…

1
The Officials with Jorge Montepeque: You be the Judge | S1 E17 21:27

1M ago21:27

21:27

In this episode of The Officials, Jorge, Ed, Will, and Mita dive deeper into the evolving world of electric vehicles and how they're affecting the energy markets. In China, data is highlighting surging sales of new EV models and insurance registrations - likely thanks to the rapid advancements in quality and affordability. They also touch on how br…

1
The CEO's Address with Greg Newman | Vicky Chen on the Rise of Direct Trading 36:58

1M ago36:58

36:58

Group CEO Greg Newman is joined by Onyx Direct Trader Vicky Chen for a special episode of the CEO's Address. Vicky discusses the experience and learnings she's gained since she joined Onyx seven years ago with no prior direct trading experience. As Vicky's been with Onyx, the team has expanded to provide enhanced direct trading services in more lan…

1
Oil insights with Harry Tchilinguirian | Is Trump Bearish for Oil? | S1 E14 29:52

1M ago29:52

29:52

This episode of Oil Insights was recorded on 19th November, 2024 at 1:30pm GMT. Onyx Research Associate Martha Dowding joins Group Head of Research Harry Tchilinguirian to discuss price action in the oil market over the past week. In the two weeks since Trump's election, oil price has seen little movement, while the equity market has seen remarkabl…

1
Trading Corner | But Why Isn't Brent Stronger? | Ep 10 17:22

1M ago17:22

17:22

This week on Trading Corner, Senior Oil Derivatives Trader, James Anderson discusses key developments in the oil market with Head of Desk, Manny Newman. They dive into post-election market dynamics, refinery margins, and the impact of seasonal turnaround cycles. James shares insights on the Brent vs. Products spreads, China’s influence on global cr…

1
Macro Mondays | REPLAY | DOGE and Bitcoin TAKE OFF 🚀 | 18|11|24 32:02

1M ago32:02

32:02

This episode of Macro Mondays aired live at 12:30pm GMT on Monday, the 18th of November. Tune in Mondays at 12:30pm UK time to watch Macro Mondays live. On today's episode, James and Will dive into the latest macroeconomic developments shaping global markets. Last week, Bitcoin, S&P 500, and NASDAQ hit all-time highs - but whether this rally will c…

1
The Officials with Jorge Montepeque: OPEC Dumpster Fire | S1 E 16 19:59

1M ago19:59

19:59

In this episode of The Officials, Jorge, Ed, Harinder and Dr. Wu explore the latest trends in global energy dynamics and political shifts, and deep dive into the rapidly changing landscape in China - where electric vehicles (EVs) are taking over, significantly impacting gasoline and diesel demand. They discuss startling stats, the shift to EVs in m…

1
Oil insights with Harry Tchilinguirian | Trading Trump | S1 E13 30:44

1M ago30:44

30:44

This episode of Oil Insights was recorded on 12th November, 2024 at 12pm GMT. Onyx Research Associates Mita Chaturvedi, Martha Dowding, and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the direction of oil prices in the wake of President Donald Trump's election. The team reviews the potential outcomes of a second Trump pre…

1
Trading Corner | Election Impact and Energy Markets: Navigating Uncertainty | Ep 9 16:22

1M ago16:22

16:22

In this episode of Trading Corner Manny Newman and Jonah Van Bourg dive into the aftermath of the recent U.S. presidential election and its implications on the markets. They break down how a potential Trump administration could influence risk assets like equities and bitcoin, with conversations around short-term bullish expectations driven by polic…

1
Macro Mondays | Markets React to Trump | 11|11|24 37:55

1M ago37:55

37:55

This week, market volatility took centre stage, spurred by the perceived inflationary policies under Trump. His election victory led to a steepening yield curve, with 10-year yields surging nearly 19 basis points, and market-based inflation expectations—like 5-year breakevens—also jumped significantly. Equities responded optimistically, with the S&…

1
Oil insights with Harry Tchilinguirian | We the People Have Chosen | S1 E12 1:14:36

2M ago1:14:36

1:14:36

Group Head of Research, Harry Tchilinguirian, is joined by Chief Economist at Argus Media, David Fyfe for a special episode of Oil Insights. David brings over 30 years of experience in energy market analysis, from the International Energy Agency (IEA) to Gunvor and now Argus Media, where he delivers deep insights into oil market dynamics, geopoliti…

1
The Officials with Jorge Montepeque: Trump's Clean Sweep | S1 E15 17:46

2M ago17:46

17:46

In this episode of The Officials, Jorge dials into the studio from Singapore to join Research Analysts Ed Hayden-Briffett and Will Cunliffe. This week, the team discuss Trump's sweep of the US election - and what this means for the economy, from what we've seen already to what's to come in the next four years. They discuss potential shifts in US gr…

1
Oil insights with Harry Tchilinguirian | Waiting for Uncle Sam | S1 E11 52:35

2M ago52:35

52:35

On this episode of Oil Insights, Group Head of Research, Harry Tchilinguirian and Research Associates Martha Dowding and Vincent Wu cover the potential implications of the 2024 U.S. Presidential election on the oil market, particularly focusing on foreign policy towards sanctioned countries like Iran, Venezuela, and Russia, as well as key Middle Ea…

1
Macro Mondays | Is the Trump Trade Unwinding? | 04|11|24 33:27

2M ago33:27

33:27

This episode of Macro Mondays was recorded at 4:30pm GMT on Friday, the 1st of November. On today's episode, James Todd is joined by Research Analyst Will Cunliffe - as James Brodie is travelling - to dive into the latest macroeconomic developments shaping global markets. They discuss whether we're seeing an unwinding of the "Trump trade" as gold a…

1
The Officials with Jorge Montepeque: Sucker Time | S1 E14 22:08

2M ago22:08

22:08

In this episode of The Officials, Jorge dials into the studio from Beijing to join Harry, Ed, and Will. The team dive into key market developments over the past week, including movements in the Chinese economy and updates on Chinese demand forecasts. They also explore how people will be trading as we enter US election week - and what the risks are.…

1
Trading Corner | It's Not Over Yet | Ep 8 19:53

2M ago19:53

19:53

In this episode of Trading Corner, Manny and Jonah analyse recent market trends and trading strategies - from fluctuating geopolitical risk, to upcoming OPEC decisions, an uptick in physical demand, and more.Greg Newman による

1
The CEO's Address with Greg Newman | Matt Aspin on the Generational Shift 52:48

2M ago52:48

52:48

Group CEO Greg Newman is joined by Matt Aspin, Onyx Graduate Recruitment Lead, for a special episode of the CEO's Address to explore the generational shift in the industry - and within Onyx - as new graduates join. Matt gives insight into the evolution of the graduate job market, from pre-pandemic to current day. He and Greg discuss what Onyx looks…

1
Oil insights with Harry Tchilinguirian | Has the Dust Settled? | S1 E10 51:35

2M ago51:35

51:35

This episode of Oil Insights was recorded on 29th October, 2024 at 11am GMT. Onyx Research Associates Mita Chaturvedi and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the week that was and the week to come in the oil market. In this week's episode, Harry, Mita and Vincent discuss recent disruption in the oil market due to …

1
Macro Mondays | LIVE | OIL PRICE DOWN FROM ISRAEL-IRAN ATTACK | 28|10|24 33:55

2M ago33:55

33:55

Join us LIVE with James Brodie and James Todd for Macro Mondays. On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. Oil prices have seen a significant drop off following Israel's targeted strikes on Iranian defense systems. The US 30-year mortgage rate is up to 7.25%, marking the …

1
The Officials with Jorge Montepeque: Squeeze Time | S1 E13 17:54

2M ago17:54

17:54

In this episode of The Officials, Jorge, Ed, and Will dive into key market developments affecting energy, commodities, and the broader global economy. They discuss the recent volatility in the Dated Brent benchmark following the inclusion of WTI, and how this shift is creating discrepancies between physical and futures markets. They also explore co…

1
Oil insights | Geopolitical Risk: Down But Not Out | S1 E9 15:47

2M ago15:47

15:47

In this episode of Oil Insights, Martha Dowding hosts and is joined by fellow Research Associate, Mita Chaturvedi to analyse recent movements in oil prices, with a focus on Brent crude, (trading at $75/bbl at time of recording). Martha and Mita discuss three primary factors influencing prices at the moment: the potential for geopolitical flare-ups,…

1
Macro Mondays | LIVE | Elon Musk's Controversial Support for Trump | 21|10|24 34:56

2M ago34:56

34:56

On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. The U.S. housing market faces steep challenges as mortgage applications drop by 17%, and the 30-year mortgage rate hits 7.25% - the highest since July. Across the Atlantic, UK house prices show slower growth at 0.3% month-on-month…

1
Oil insights with Harry Tchilinguirian | Naphtha's Technicolour Dreamcoat | S1 E8 30:45

2M ago30:45

30:45

In this episode of Oil Insights, host Harry Tchilinguirian, Group Head of Research at Onyx Capital Group, is joined by Onyx Research Associates Vincent Wu and Martha Dowding to discuss how recent geopolitical developments have influenced the oil market. Following the October 1 missile attacks on Israel by Iran, the market is closely monitoring Isra…

1
Trading Corner | Don't Get Caught in the Bear Trap! | Ep 7 14:10

2M ago14:10

14:10

Manny and Jonah analyse recent market trends and trading strategies in the oil sector. While the market has been relatively quiet but volatile, with crude oil prices settling in the high 70s per barrel, there is speculation around geopolitical risks - such as potential disruptions in the Strait of Hormuz and the impact of increased crude production…

1
Macro Mondays | LIVE | Market Jitters and Election Betting | 14|10|24 34:28

2M ago34:28

34:28

This week, James Brodie and James Todd dive into the latest developments in the global economy, inflation, and U.S. politics. They begin by exploring weak Chinese economic data and discuss how China's worsening deflationary environment and a disappointing stimulus package announcement could impact global markets. They break down the latest U.S. inf…

1
Oil insights with Harry Tchilinguirian | Geopolitics Strikes Back | S1 E7 58:33

2M ago58:33

58:33

For a special episode of Oil Insights, Harry Tchilinguirian, Head of Research at Onyx Capital Group, is joined by Paul Horsnell, Managing Director and Head of Commodity Research at Standard Chartered. Paul is a veteran of oil market analysis, and his views are widely sought-after when it comes to gaining insights into the turbulent world of oil mar…

1
The Officials with Jorge Montepeque: Geopolitical Risk & Global Economic Dynamics | S1 E12 21:05

2M ago21:05

21:05

In today's episode of The Officials, Jorge, Harry, Ed and Will discuss geopolitical tensions in the Middle East, involving Israel, Iran, and other regional players, as well as the broader economic landscape and its effects on oil prices. Jorge recounts his recent travels to the region, noting observations of missile attacks and the vulnerability of…

1
The CEO's Address with Greg Newman | Mirko Ivanda on How Geopolitics Impacts Your Energy Bill 1:00:57

3M ago1:00:57

1:00:57

Group CEO Greg Newman is joined by Mirko Ivanda, Co-Head of Power & Gas from the Onyx Switzerland office, for a special episode of the CEO’s Address. Together, they explore the intricate dynamics of power trading, focusing on how geopolitics fundamentally shapes supply and demand as well as the end-cost of our household energy bills. Mirko provides…

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Macro Mondays | LIVE | Middle Eastern tensions add Macroeconomic troubles | 07|10|24 34:41

3M ago34:41

34:41

The week started with weak data, with global manufacturing PMIs contracting for the third straight month in September and with new orders dropping globally at the fastest rate in 11 months. But then services PMIs data surged higher, with the U.S. data at 54.9 (est 51.7) an 8-sigma beat. On Friday, payrolls unexpectedly surged +254K, way above expec…

1
The Officials with Jorge Montepeque: The Market's Response to Iran's Attack on Israel | S1 E11 16:11

3M ago16:11

16:11

Jorge is live from Dubai and discussing Iran's attack on Israel with locals. The attack against Israel came as no surprise. Talking to the people in Dubai, they feel Iran was very measured in their actions, going after military assets - not civilians - and the general feeling is that Israel is the wild-card. The question on people's lips right now …

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Oil Insights Bitesize with Harry Tchilinguirian | Mini Episode | Brent Flips on a Headline 1:32

3M ago1:32

1:32

After the Brent front-month December contract started the day (UK time) testing the $70/bbl handle - seemingly ignoring tension in the Middle East - the market's flipped. The contract is trading above $73/bbl at time of filming after a Tweet led to a headline that an Iran strike on Israel may be imminent. Group Head of Research Harry Tchilinguirian…

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Oil Insights Bitesize with Harry Tchilinguirian | Mini Episode | Brent Testing $70/bbl Handle 2:49

3M ago2:49

2:49

The market is falling out of bed this morning! Group Head of Research Harry Tchilinguirian analyses the current market, with the Brent front-month December contract testing the $70/bbl handle, the market seemingly disregarding tension in the Middle East, participants going net short based on macro developments in China, and more factors. What direc…

1
Macro Mondays | LIVE | Chinese Stocks Soar Despite Mixed Data | 30|09|24 34:33

3M ago34:33

34:33

Last week, there was a string of aggressive stimulus announced in China. Existing mortgage loan rates cut, 7-day reverse repo rate dropped by 20bps, minimum downpayment requirement for second homes falling to 15%. Simultaneously, China announced it will allow securities firms, funds and insurers to tap PBOC funds to buy stocks. We have seen the CSI…

1
The Officials with Jorge Montepeque: This is the End | S1 E10 22:46

3M ago22:46

22:46

Jorge is back from Asia, and his findings from Singapore, China and Vietnam are stark. Building construction and industrial demand has slowed down significantly. The slow-down in China is serious, and the West is yet to see and understand the enormity of the change. The noise on the streets of Shanghai is no longer the sound of motor engines, but j…

1
Oil insights with Harry Tchilinguirian | Are 70s the New 80s? | S1 E6 27:20

3M ago27:20

27:20

This episode of Oil Insights was recorded on 25th September, 2024 at 10am BST. Onyx Research Analyst Mita Chaturvedi and Research Associate Martha Dowding join Group Head of Research Harry Tchilinguirian to discuss the week that was and the week to come in the oil market. In this week's episode, Harry Mita and Martha unpack recent price movements i…

1
Macro Mondays | LIVE | Broken Europe? The German Economic Data says "Yes" | 23|09|24 26:33

3M ago26:33

26:33

Last week, the Federal Reserve announced a hawkish 50bp cut, with Jerome Powell stating the US economy is strong after data beat expectations. Meanwhile, the unemployment rate surpassed the 36-month average - reaching levels previously seen during economic recession - and US home sales fell to their second-lowest level in 14 years. In Europe, the G…

1
The CEO’s Address with Greg Newman | Analytical Consensus in the Oil Market 55:30

3M ago55:30

55:30

Senior Oil Derivatives Trader, James Anderson joins Group CEO Greg Newman to discuss the oil market’s significant reset, with crude futures prices dropping by approximately $10/bbl over the past few weeks. Greg and James debate the collective sentiment within the oil industry, noting how many traders follow the herd, seeking comfort in the analyses…

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Macro Mondays LIVE | Broken Europe? The German Economic Data says "Yes" 25:18

3M ago25:18

25:18

All Chinese data is coming out weaker than expected, with unemployment rising to 5.3% and the economy entrenched in deflation with the GDP deflator declining for its fifth consecutive quarter. The Chinese CS300 equity index is trading at it's lowest level since 2019, and property shares have declined by over 90% in just 4 years. James Brodie and Ja…

1
Oil insights with Harry Tchilinguirian | How Short is too Short? | S1 E5 29:59

3M ago29:59

29:59

This episode of Oil Insights was recorded on 10th September, 2024 at 11am BST. Research Associate Vincent Wu guest hosts alongside Research Analyst Mita Chaturvedi as Harry Tchilinguirian attends APPEC in Singapore. In this week's episode of Oil Insights, Vincent and Mita delve into the current state of the oil market and discuss the potential for …

1
Macro Mondays LIVE | Americans Now Working 2 Full-Time Jobs 28:58

4M ago28:58

28:58

James and Will discuss weak U.S. ISM manufacturing. New orders fell to 44.6 points from 47.4 in July, experiencing contraction for the 3rd straight month. The prices paid index jumped to 54.0 points from 52.9 in July, expanding for the 8th month in a row. Inventories unexpectedly surged the most in the past decade. There’s weak employment data out …

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