Oil Forecast An oil price recovery is the key to a commodity rebound since oil is priced in dollars and it is an input into commodity production. The continuation of economic stimulus programs in the EU, Japan and China bodes…
Changes are at hand regarding US policy in the Middle East. In this article, I will argue the US pullback is misguided due to a narrow definition of risks and benefits. While it is true that US interests have been…
Our last post highlighted our belief in a Syrian Deal in the works and our main reasons behind this thesis. In this post, we look at what shape a Syrian political solution will take politically and why. The focus will…
Now that Putin has achieved his goals in Syria, expect a Syrian Deal to be put on the fast track. Putin’s first goal was popularity back home and it looks like he was very successful here. Secondly, he was able…
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