LDK Solar--Test Case for Chinese Bankruptcy Law?
One of the little noticed outcomes from the meeting between President Obama and President Xi Jinping was that the two countries commit to, starting...
310 Views
Oil Markets: Fundamentals Improving, but U.S. Shale Still Looms
Crude markets have tightened a good deal in recent months, as strong demand growth and supply issues have pulled forward the industry recovery by...
316 Views
Oil Price - OPEC Deal or No Deal?
Brent Oil prices have rallied by more than 18% since end-July'16 close, after new Saudi oil minister tipped for an 'OPEC deal' on oil production...
355 Views
Early PMI Reading Before Official June 1 Release
While it is built up on leverage which is built upon leverage which is built upon even more leverage, there is strong evidence that the real...
423 Views
Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
320 Views