-Pre-pandemic demand is on hold -Investment trends hint at future shape of US government Supply-side issues by way of Libyan oil gave way to positive demand signals from China to give the price of oil a boost in early morning trading. The resumption of activity at the Sharara oil field, Libya’s largest, offset some … More The Daily Dose; Demand Is Not Quite Ready for Prime Time
Risk level: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -Lebanon is a battleground for regional influence. -Expect fireworks, but not fires, on the US political stage. The only real sign of optimism in the quarantine economy is China, which started inoculating its … More Lebanon Indeed has Potential
-US economy is in stand-still mode -Hurricane Laura spares much of Texas, though don’t ignore its impact. A down day in the Asian markets spilled over into morning trading in the US to help drag the price of oil lower. Crude oil prices have barely moved mid-week as traders had already bet in the impact … More The Daily Dose; Economic Weakness Limiting Oil Gains
The GERM Report 