The US/China Relationship: Investors Complacent Despite Irreconcilable Differences
By confronting Beijing over the US deficit in bilateral trade, President Trump has opened a Pandora’s Box of grievances concerning the broader...
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Commodity Prices Bounce in April Led Again by Energy & Metals
New Pricing Forecasts:We included this month our new commodity price forecast table, which ranks key commodities based on their price potential to...
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Metals Remain on Rollercoaster as US Softens Stance on Rusal Sanctions
It seems that the US has not fully anticipated the fallout from its sanctions against Rusal, and is looking for a graceful exit. The recent panic...
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New Russia Sanctions Rock Global Commodity Markets. Thankfully Syria-Related Risks Have Subsided.
The imposition of a new round of US sanctions on Russian businesses and individuals has nearly coincided with the reports of a new chemical attack...
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Russia: The Valuation/Governance Trade-Off Has Become Even More Binary
As early as January of last year, I suggested that notwithstanding his stated admiration for Russia’s leadership, President Trump would eventually...
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