The vote is going to be close. During the last few days, the markets and the polls showed the Stay Campaign with a slight edge. Today, I closed out most… Our position on Brexit is that it will be very close but will not happen. There are several reasons that we think the vote will swing in favor of staying… 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… 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… 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… 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…
High Chance UK will Leave EU
Brexit Vote Forecast
Oil Prices and Doha Meeting
FED 2016 Rate Forecast
Oil Forecast – March 2016
US and Middle East – Policy & Risks
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