Supply Chain Cold War
The announcement at the end of April that the UAE (and others) need to access US dollar swap lines has potentially huge implications for the...
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Swapping out of OPEC
The United Arab Emirates was involved in two, almost certainly connected, news events at the end of April, both of which we think have longer term...
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The art of the no Deal
So the talks in Islamabad didn’t last the weekend, seemingly the US, having apparently broadly conceded to discuss the 10 key points put forward by...
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Thinking about Stagflation (again)
The Oil markets have been in record backwardation - which basically means that Oil traders are pricing oil in 12 months time over $30 below prices...
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Peering through the Fog of War
Regular readers will recognise the homage to the market-thinking.com website image of Caspar David Fredrich’s ‘Wanderer above a sea of fog’ showing...
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