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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 2 of 2

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 2 of 2

Oil Market Faces 2 Million Barrel-per-Day Surplus, BofA's Blanch Says | Bloomberg

> "*The market is oversupplied. Inventories are rising... and we expect roughly a **2 million barrel a day surplus** this year.*" — **Francisco Blanch** (On fundamental weakness) [00:00:42](https://www.youtube.com/watch?v=Cu4mQ_OPv-A&t=42s) > "*The recovery of **market share** that **OPEC** started a couple years ago hasn't quite been fully finished.*" — **Francisco Blanch** (On strategic goals)…

Feb 11, 2026·BofA
Oil Market Faces 2 Million Barrel-per-Day Surplus, BofA's Blanch Says | Bloomberg

https://x.com/Schuldensuehner/status/2013547614201921612?s=20

Gold is now the most “crowded trade”, acc to BofA’s monthly Global Fund Manager Survey | [🔗 Holger Zschaepitz](https://x.com/Schuldensuehner/status/2013547614201921612?s=20) | #BofA #Gold

Jan 20, 2026·Investing
https://x.com/Schuldensuehner/status/2013547614201921612?s=20
Source
BofACommoditiesCrude Oil & Energy
+33 more tags
Macro / EconomicsOilPodcast

Oil Market Faces 2 Million Barrel-per-Day Surplus, BofA's Blanch Says | Bloomberg

"The market is oversupplied. Inventories are rising... and we expect roughly a 2 million barrel a day surplus this year." — Francisco Blanch (On fundamental weakness) 00:00:42

"The recovery of market share that OPEC started a couple years ago hasn't quite been fully finished." — Francisco Blanch (On strategic goals)…

View Full Article
UJ
Feb 11, 2026
Source
InvestingGoldSilver
+88 more tags
CommoditiesBofAFinanceReport, Blogs & InsightsMacro / EconomicsMarkets & InvestmentsGold & SilverEquity

https://x.com/Schuldensuehner/status/2013547614201921612?s=20

Gold is now the most “crowded trade”, acc to BofA’s monthly Global Fund Manager Survey | 🔗 Holger Zschaepitz | #BofA #Gold

View Full Article
UJ
Jan 20, 2026