Amrita Sen

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Last quote by Amrita Sen

I think the market now, given that they announced the nine months already a few weeks ago, is expecting something a little bit more, maybe deeper cuts, maybe at least keeping the door open possibly for more cuts if inventories don't fall.feedback
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NEW May 25 2017 OPEC
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Amrita Sen is associated, including Iran and Iraq. Most recently, Amrita Sen has been quoted saying: “I think the market now, given that they announced the nine months already a few weeks ago, is expecting something a little bit more, maybe deeper cuts, maybe at least keeping the door open possibly for more cuts if inventories don't fall.” in the article OPEC deal to cut output: Here's what needs to happen for it to work this time.
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Amrita Sen quotes

It's not that the rebalancing isn't happening, of course it is happening, but we also have a huge amount of inventory overhang that needs to be run down …. a lot of people have been disappointed at the pace of inventory drawdown.feedback

It's not just the price, it's the incessant selling, every day. That surprised me. We are really in the realm of irrationality.feedback

The Iran deal should not be a surprise to the market and has been expected for a long time. I'd argue this is priced in and already reflected in prices. May be there is a small knee jerk reaction and the market opens lower given the pervasive bearishness at the moment but I'd find it hard to believe it has a bigger effect than that.feedback

The reaction you're seeing in the futures market is very much about macro sentiment and not oil fundamentals.feedback

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