OIL PRICES ARE CONFIRMING GLOBAL REFLATION IS OVER A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: MACRO OUTLOOK 11-15-18 – RealInvestmentAdvice, Lance Roberts – “Oil Prices Are Confirming Global Reflation Is Over” MATASII TAKEAWAYS: Oil is a highly sensitive indicator relative to the expansion or contraction of the economy. Given that oil is […]
Unfavorable Environment. hasn’t stopped Exploration & Production from tapping markets – Deal value in ’16 – highest since ’95 SOURCE: FT
Global Oil Glut set to worsen after Nigeria and Libya’s fields restart SOURCE: 09-14-16 Bloomberg Oil Glut Set to Worsen as Nigeria and Libya Fields Restart
OIL WEAKNESS CAUSE – Protracted Period of Cheap Money EFFECT – Over Supply and Mal-Investment Why oil under $30 per barrel is a major problem Posted on January 19, 2016 by Gail Tverberg A person often reads that low oil prices–for example, $30 per barrel oil prices–will stimulate the economy, and the economy will soon bounce back. What […]
CROSS CURRENTS With all investor eyes on developments in Greece, a historic market crash in China, Puerto Rico threatening bond default, it is hard to tell exactly what is driving the market? Is it Bonds, Credit, Currencies, Global Equities etc? Which financial relationships tell us what to expect going forward? Historically for those who watch […]
