-Hurricane threat adds to bullish sentiment -IMF warns of a bumpy road to recovery Crude oil prices continued to rally early in the Tuesday session, though it had little to do with the health of the US president this time around. Hurricane Delta has already prompted some companies to shield their assets and personnel … More The Daily Dose; Risk-on, but it’s temporary
Risk level: Yellow RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -The US expansion is over. -We are observing the results of systemic international change. The largest economic expansion in US history is over, according to the International Monetary Fund. The fund issued a … More The United States is Long Past Its Pivotal Moment
-Stimulus meets the surrealism of populism. -First-half optimism is starting to fade. Crude oil prices were in retreat early in the Friday session amid jitters over global economic recovery plans. Risk analysts expect Jenga-like challenges will erupt in emerging markets that may lack the healthcare infrastructure to deal with the pandemic. Elsewhere, the Chinese appetite … More The Daily Dose; Is Stimulus Over?
The GERM Report 