-There’s more to it than vaccines and stimulus hopes -Commodity markets are inextricably tied to geopolitical issues The headlines in the financial press on Tuesday attributed the rise in the price of oil and gains in the equities markets to hopes for a fading pandemic and signs of improved demand. That deserves a deeper look. … More The Daily Dose; Commodities are Exposed to Risk.
Risk level: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -Trump saves the day -Don’t bet on a Beijing Consensus It was a busy weekend. US President Donald Trump signed executive orders aimed at extending financial support for the estimated 20 million people … More The Parallels Between Economics and State Power
-US hiring weakened from June -Trade wars are difficult to win Tariff man strikes again. The Canadian prime minister on Thursday questioned why the Trump administration was again slapping tariffs on aluminum. On China, the US president said Chinese technology, namely the popular TikTok app, was a threat to national security. A Chinese response to … More The Daily Dose; Tariff Man Returns.
The GERM Report 