OPEC Forecast
We have taken a speculative position on the OPEC meeting in November. There are arguments for both a deal and also a no-deal scenario. I will briefly discuss both scenarios, then provide what our view is and why. First, the…
FED Rate Forecast
Today the PPI (Producer Price Index) not including food and energy came in negative. The CPI (Consumer Price Index) is the next one to look at. Irregardless inflation expectations have risen quite a bit as can be seen clearly…
