-Central banks may run out of tools -OPEC+ in desperate need of a Goldilocks policy It was déjà vu all over again in early Wednesday trading, with Brent rallying on the back of stimulus in the form of Saudi support for deeper production cuts to stem the glut left by demand destruction. The coronavirus knows … More The Daily Dose
Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT Market mistakes in the coronavirus response are inevitable. OECD says things haven’t been this bad since the middle aughts. Crude oil prices were recovering in early Monday trading on expectations that OPEC+ would … More The Geopolitical Energy and Risk Monitoring Report
-Recession, recession, recession. -In times of panic, those in charge are prone to mistakes. Markets are in a state of panic, with recession the buzzword of the trading day. The price for Brent crude oil briefly collapsed below $50 in overnight trading, though a Saudi proposal for deeper production cuts offered some respite. The deeper … More The Daily Dose
The GERM Report 