FO Research / brief
brief
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All FO Research reports filed under brief.
15 reports
15 reports filed under brief
The Pivot, Fractured
Brent +2.39%, WTI -4.68%, same session, same news. The Brent to WTI spread is the market pricing residual Hormuz risk in real time.
The Pivot, Partial
The Iran deal framework: three sticking points before the deal closes, three caveats on the unwind itself.
The April Minutes Ratify the Book
The FOMC majority almost removed the easing bias. The market is still pricing the cuts they would not have delivered.