Northern Trust's Sturkenboom: Oil Rise is Small Negative

The video discusses the potential for $100 oil due to tight supply and OPEC's production decisions. It analyzes US 10-year yields, suggesting inflation expectations are too high and growth remains healthy. The flattening yield curve indicates recalibration to Fed policies, with tapering expected in 2022. Investment strategies focus on risk management, favoring value and cyclical sectors, and tapping into the COVID-19 recovery story.

What factors are contributing to the tight supply situation in the oil market?

What is the speaker's perspective on the relationship between demand and oil prices?

How does the speaker view the possibility of reaching $100 oil?

What does the flattening of the yield curve indicate according to the speaker?

What investment strategy does the speaker suggest in the current market environment?