-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 Geopolitical Energy and Risk Monitoring Report Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT Ask the right questions and don’t panic. $60/bbl Brent seems like a dream. The liberal world order is unraveling and the global economy is faltering. National … More The Level-of-Analysis Problem
-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
The GERM Report 