-Last week? The end of days. This week? -Trump says never saw anything quite like Monday’s rally Asian stocks and crude oil prices were in rally mode early Tuesday on expectations that world economic leaders would prop up a global market hammered by the demand destruction from the coronavirus. If last week was one contaminated … 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 