HILLARY! Scourge of Wall, Savior of Main - Preventer of Market Crashes, and Economic Crises
On October 8th, Hillary Clinton offered an Op-Ed on Bloomberg Views (available on the website here) which was a shorter version of...
359 Views
China: Short-term stabilization possible but underlying fault lines remain
Mark and JP once again highlight the fault lines that run through what they consider to be the most vulnerable part of the listed Chinese corporate...
390 Views
Will the Gulf remain resilient?
Despite recent weakness Gulf markets have proved to be some of the most resilient in EM in the face of collapsing oil prices. There is evidence...
383 Views
Oil Price Outlook: All Signs Point to a Brutal Near-Term and a Meaningful Long-Term Recovery
Although we continue to believe that crude oil prices are well below the levels required to incentivize sufficient investment to meet demand beyond...
376 Views
Saudi is flooding the oil market, not Iran
In line with our expectations from a few months ago Saudi has ramped up production into the summer to drive down oil prices, adding 0.9mbpd since...
371 Views