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15Apr 16

Oil Prices and Doha Meeting

The Doha Meeting will impact oil prices for 2016.   Many analyst are confused at what will transpire at this meeting. There seems to be a weak view building that…

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15Apr 16

FED 2016 Rate Forecast

Our forecast for FED rate hikes in 2016 was 2 hikes for 2016.  We strongly doubted the then prevailing market view of 3 to 4 hikes.  It is now clear…

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30Mar 16

MacroRisk-Index™ March 2016

MacroRisk-Index™ March 2016 Main Themes The main risks this month are now no longer on Syria but on ISIS and on the dangers for more terror attacks to be carried…

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28Mar 16

CB-Index™ March 2016

CB-Index™ March 2016  Main Themes Globally, the rate bias has turned negative, in other words an expansionary monetary policy. The one exception is Latin America where the opposite is occurring.…

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28Mar 16

Oil Forecast – March 2016

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…

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