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… 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… 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… The December rate hike is now clearly going to happen. The Fed has been spelling this out in its messages to the market. Expectations are for a 0.25 to 0.5…
FED 2016 Rate Forecast
Oil Forecast – March 2016
US and Middle East – Policy & Risks
What will Syria look like – the political solution?
Syrian Deal in the Works
December Rate Hike – then what?
15Apr 16
