
In this episode of Rolling Trades, Senior Market Strategist Daniel Pavilonis breaks down the recent shifts in the crude oil landscape. From OPEC+ production hikes to the surprising resilience of the U.S. economy, Dan explores how macroeconomic forces, summer demand, and interest rate movements are shaping energy markets. Tune in for a clear-eyed look at why the correlation between WTI and the 10-year yield matters now more than ever—and how traders might interpret the evolving price floor for crude.