Recent "positive surprises" in OECD data - US ISM, European PMI, US employment - is likely the beginning of good news coming on stream for the oil market from the OECD, say analysts at Goldman Sachs. "From an energy perspective, this is critical given the large dependency on oil demand for the US, Europe and Japan and suggests the potential for commodities outperformance to rotate towards energy as this positive momentum in the OECD continues to take hold." Increased economic activity seen boosting distillate demand, crucial to their expectations of tightening oil fundamentals. Keep end '09 WTI forecast at $85/bbl. ICE September Brent +39c at $73.89/bbl, Nymex September light, sweet +48c at $71.08/bbl. (NHE)