| From FT Alphaville: Goldman Sachs energy analysts Arjun Murti on the equities side and Jeff Currie on commodities have just presented their thoughts for the market in 2009 — a follow up to their outlook published earlier last month.
The conclusion? As stated before here, they see the market bottoming just as soon as non-Opec production begins to be reined in and the glut of supply on the front end begins to expire. According to today’s conference call they see this starting to happen around the second quarter, with a return to a bull market coming through in Q3 and Q4..... Full Article: Source
|