Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT US Fed goes all in. Will US lawmakers do the same? This is a leadership crisis as much as a health crisis. The global market, and in fact the global population, is now … More The Leadership Crisis
-OPEXAS, OPTEX and the Steel Seizure Case -Brent on pace for something it hasn’t done in a month. OPEXAS. TrumPEC. OPTEX. Those are just samples of the witty banter online this morning as President Trump and the head of the oil and gas regulator in Texas mull artificial controls to prop up the price of … More The Daily Dose
-China could usher in the Beijing Consensus -Wood Mac: Life at $30/bbl possible, but it won’t be pleasant. Rumors of normalcy returning to parts of China and extraordinary intervention by economic policy makers gave crude oil a lift in early Thursday trading, though it may be a short-lived bounce. We are in a period of … More The Daily Dose
The GERM Report 