What Do Shell, BP Earnings Say About Oil?

The transcript covers a range of topics including a significant market deal, the dynamics of oil refining, and the impact of the US election on the energy market. It discusses the implications of oil prices on company efficiency and explores inflation trends and economic predictions for 2017. The conversation highlights the importance of dividends, market expectations, and the potential for inflation to exceed targets.

What are the implications of oil prices remaining capped at around $60?

In what ways do inflation expectations impact the energy market?

What challenges does the Fed face regarding inflation targets in 2017?