New Saudi Oil Minister, Old Saudi Oil Policy
This weekend saw the retirement of long-serving Saudi oil minister Ali al-Naimi and his replacement by the Chairman of Aramco, Khalid al-Falih.At...
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Saudi: A New Hope?
It has been an interesting few weeks for observers of Saudi Arabia as Doha oil freeze talks failed, concerns re-emerged over the stability of the...
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AmpGFX - Calmer USD and JPY, Weaker EUR, More Upside for EM and Commodity Currencies
The recent rising trend in the JPY and falling trend in the USD have had a life of their own this year, unwinding excessive positioning built up...
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Oil After 50%: Where Now for Stocks?
Summary points 1986 remians the best comparable for oil prices now in our opinion. Adjusting the oil price for the action of the dollar improves...
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AmpGFX - Chinese Macro Data Weak, but Property Indicators Much Stronger
The panic in global markets in the first month of the year has reversed course and there has been almost as much panic to get back into the markets...
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