Geopolitical Strategy
Special Alert
China’s Zero-Covid Protests Hammer Oil
Chinese social unrest will be suppressed first, then the government will relax policies to stabilize the economy. We are reducing our 4Q22 Brent forecast to $85/bbl as a result of the short-term negative news, but maintaining our $116/bbl forecast for next year.
BCA Research | Commodity & Energy Strategy
Global Fixed Income Strategy, US Bond Strategy, Foreign Exchange Strategy, and Commodity and Energy Strategy.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.