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…
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…
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…
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.…
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…
US and Middle East – Policy & Risks
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…