$TMF
The latest US inventory numbers show energy markets are sitting quite steady, without any proper upward pressure on prices

September's CPI is going to come in spot-on or a tad lower than expected

There's simply no grounds for a Fed rate hike now, so Treasury yields will just plod along in a tight band with a slight downward lean

$TBT

Because of that, I'm keeping my oil books dead neutral and sticking to mid-term longs on gilts—er, Treasuries

No wild oil rally and no sudden surges in yields. Always base your moves purely on proper price and inventory stats

$BZ
#CPIWatch