Primary Vision

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06/09/2026

This week's Monday Macro View answers questions the price chart alone can't:

1) How does Primary Vision's proprietary data reveal what's actually happening with U.S. energy security — and why the operator-level picture looks nothing like the headlines?
2) Why are U.S. independents aggressively accelerating programs while supermajors refuse to move, and what does that divergence mean for the completions market?
3) If the U.S. economy is now far more resilient to oil shocks than it was in the 1970s, why does that resilience create a more complicated — not easier — path for the Fed?

Full breakdown in this week's piece.
https://efracs.primaryvision.co/landing/

06/06/2026

Economics analyst Osama Rizvi believes the chance of markets getting "worse" or "ugly" is "more than getting better" due to the changing situation between the US and Iran. According to Rizvi, economic confidence is "going down" in Europe.

To read the full article click the link given below.
https://efracs.primaryvision.co/landing/

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