Trading Corner | Election Impact and Energy Markets: Navigating Uncertainty | Ep 9

World of Oil Derivatives

In this episode of Trading Corner Manny Newman and Jonah Van Bourg dive into the aftermath of the recent U.S. presidential election and its implications on the markets. They break down how a potential Trump administration could influence risk assets like equities and bitcoin, with conversations around short-term bullish expectations driven by policy changes. Manny and Jonah look at the energy sector, examining how Trump's approach might affect oil and energy markets and discuss possible shale oil production increases, aggressive tariff strategies, and the geopolitical impacts on Russian and Middle Eastern oil supply.
They analyse market reactions and explore futures positioning, touching on key drivers like election day sell-offs followed by afternoon rallies. As traders approach year-end, they talk about risk aversion, the influence of geopolitical risks, and the challenge of trading in a structurally oversupplied oil market.
Manny and Jonah also provide contrasting outlooks on oil prices: Manny foresees a downward flush before any potential recovery, while Jonah believes the market has already bottomed out.