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Category Archives: Commodities
What Next for Venezuela?
What are the possible outcomes of a potential recovery in Venezuela, and what is the timeframe. How does Venezuela’s crisis compare to previous crises of neighboring Latam countries Continue reading
Posted in Commodities, Emerging Markets, Oil
Tagged Argentina, Brazil, Crisis, Crude Oil, Devaluation, Financial Crisis, Hyper Inflation, Mega Devaluations, Military, Recovery, Venezuela
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Ahhh… Tariffs (sigh)
Tariffs don’t work, they never have, they never will. Why tariffs in the US serve a political rather than an economical purpose Continue reading
Posted in Commodities, Economy, Foreign Trade
Tagged Aluminum, China, European Union, Export, Import, Steel, Tariffs, US
1 Comment
Brexit, Schmexit! Part 5: The Aftermath
Vote is in, Britain is out! Political and economical chaos, what next? Continue reading
Posted in Commodities, Currencies, Economy, Foreign Trade, Stocks
Tagged Brexit, Euro, Euro Zone, Europe, European Union, GBP
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Brexit, Schmexit! Part 3: The Economy
Leave is ahead in the polls with little over a week to go. Let’s explore the 350 million pounds and sovereignty issues around the campaign Continue reading
Posted in Commodities, Economy, Foreign Trade
Tagged Brexit, Euro, Euro Zone, Europe, European Union, GBP, Referendum, UK
1 Comment
Emerging Markets: 30 Years of Crisis. Part 3: The 2000s and beyond
This is the third and final installment of the series. We discuss Ecuador, Argentina and Venezuela in their journey through the 21st century. Continue reading
Posted in Bonds, Commodities, Currencies, Economy, Emerging Markets, Foreign Trade
Tagged Argentina, Crisis, Currenties, Debt, Ecuador, Financial Crisis, Latin America, Sovereign Debt, Venezuela
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Emerging Markets: 30 Years of Crisis. Part 2: The 1990s
Second installment of my 3-part series on Emerging Markets Continue reading
Posted in Bonds, Commodities, Currencies, Economy, Emerging Markets, Foreign Trade, Stocks
Tagged Crude Oil, Debt, Devaluation, Hyper Inflation, Inflation, Latin America, Sovereign Debt
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Are Principal Protected Notes a Good Investment?
Let’s take a look at Principal Protected Notes and their suitability in the current interest rate climate Continue reading
Posted in Bonds, Commodities, Currencies, Stocks
Tagged Derivatives, Growth, Indices, Principal Protected Notes, Structured Products, Yield
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The Future of Steel in the UK
What options are available for the British steel industry, let’s explore them. Continue reading
The Crude Reality. Part 2
Low demand generates lower prices, but this seems not to affect supply. The case where the laws of supply and demand ceased to function Continue reading
Posted in Commodities, Economy, Foreign Trade, Oil
Tagged Crude Oil, Demand, OPEC, Supply
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The Crude Reality. Part 1
Low crude oil prices drive prices of everyday goods lower and put disposable income in the hands of the public. But there is a flip side. Continue reading
Posted in Bonds, Commodities, Foreign Trade, Oil, Stocks
Tagged Crude Oil, Markets, OPEC, Pensions, Sovereign Wealth Funds
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