Market Pulse — Friday: Week-End Wrap-Up & Forward Look Gold Dragon Daily podcast

Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0.

This is Market Pulse — Friday's numbers.

Oil

• WTI closed at $68.30, Brent at $72.39
• WTI-Brent spread sits at $4.09
• Oil prices gained ground this week balancing geopolitical risks against demand concerns
• Permian Basin breakeven costs average $65 per barrel
• Tier 1 wells at $60, large operators achieving $58 breakevens
• Some existing wells operate profitably below $50
• OPEC+ production decisions and winter demand will drive near-term direction

Gas

• Henry Hub settled at $3.04 per MMBtu on December 4
• Trending 34.8% higher since mid-October
• EIA projects winter heating season averages of $2.68 per MMBtu
• Potentially reaching $3.10 in January 2025
• Above-average storage inventories provide buffer against short-term volatility
• Bullish sentiment persists heading into peak winter demand

Real Estate

• Industrial cap rates range from 5.5% to 7.0% for logistics spaces
• Regional variations from 5.84% in the Northeast to 6.83% in the Southwest
• Multifamily cap rates expanded 15 basis points on Class A and B properties to 5.05%
• Elevated interest rates limited transaction volume in 2024
• Anticipated rate cuts in 2025 could compress cap rates and boost activity

Credit

• SOFR at 4.53% as of December 30, 2024
• Fed policy remains the key driver
• Markets positioning for potential rate adjustments in 2025

Bottom Line

• Oil: Target sub-$50 breakevens, hedge floors above $75
• Gas: Selective exposure, winter contracts locked
• Real Estate: Industrial sub-5.7% caps near logistics hubs
• Credit: Senior secured, SOFR plus 650+, LTV under 65%

Visit GotTheGold.com. Stay sharp.

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Market Pulse — Friday: Week-End Wrap-Up & Forward Look

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