INSTITUTIONAL
Perspectives
Consumption disruption in 2019?
The U.S. consumer has been a significant contributor to domestic economic growth in 2018. Will consumer consumption be hit by inflation in 2019?
OPEC output cut may offer positives for oil market
OPEC has taken a positive step toward rebalancing the world oil market and it is likely to support crude oil prices.
Drilling into potential of Oil Services, E&P companies
We think the oil market still is early in the recovery stage with solid supply-demand fundamentals. In analyzing potential opportunities, we think several factors may affect two key industry segments.
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