-Signs of recovery are only a mirage -Brent takes a nosedive after grim US unemployment figures. Things are going to get messy. Stock indices from the United States to Europe were in rally mode as investors bet on a return to business activity in the eurozone and some US states. In energy, most segments of … More The Daily Dose
-The oil market has a serious demand problem. -Shell is the next big company to consider restraint. The global oil market is on its knees amid an unprecedented collapse in demand. And it’s not market intervention in the oil patch, but the return of consumer activity that will resolve the issue. According to an IEA … More The Daily Dose
Risk level: RED RED: Severe (+/- 4%) ORANGE: High (+/- 3%) YELLOW: Elevated (+/- 2%) BLUE: Guarded (+/- 1%) THE BOOSTER SHOT -The dangers of over-reaction are high in times of crisis. -Earnings week from global supermajors will tell us how bad things really are. A change in the rules is necessary so that a … More AmericaOil
The GERM Report 