New Saudi Oil Minister, Old Saudi Oil Policy
This weekend saw the retirement of long-serving Saudi oil minister Ali al-Naimi and his replacement by the Chairman of Aramco, Khalid al-Falih.At...
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Saudi: A New Hope?
It has been an interesting few weeks for observers of Saudi Arabia as Doha oil freeze talks failed, concerns re-emerged over the stability of the...
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US Push as EM Pressures Build
Chartonics weekly Monday 4 April 2016US push as EM pressures buildEurope remains our underperform bet (short DAX) with increasing evidence of an EM...
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The Macro Take: Fed digestion/indigestion to filter into week, then its all about PMIs & US 2Q GDP
Week ahead will see markets further digest the Fed statement & potential 180 degree turn on a rate hike Tactically the risk is to the upside...
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The Macro Take: 3...2...1... Lift-Off from the Fed!
With US equities holding up, it is three days to the first hike in close to a decade Even more important will be the language accompanying the...
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