Tag Archives for " Russia "

Fog of war, or just fog?

Talk about fast markets. Blink and you might have missed WW3, as markets broadly return to where they were just 5 days ago. Good news however, may not be so positive for asset prices as waning emergencies mean fewer excuses by hard-up governments to keep printing their way out of deficits. And that means its […]

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Oil shocker – producers claim to want lower prices!

Good grief, there’s a lot of tosh spouted on where oil prices are going after Russia and Saudi Arabia pulled the plug on the current rally, once Brent oil hit the magical $80/bbl target.  The prize however, must go to Goldman’s straddle, where it seems the ‘technical’ analyst (someone who can draw straight lines) is […]

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POTUS missile attack on Syria – more Kabuki theatre than prelude to WW3

Markets attempt to discount the future, which for the present often means trying to anticipate what the new POTUS is up to. Unfortunately, when he is failing to deliver what he promised (Healthcare and tax reform), but doing what he explicitly said he wouldn’t (bombing Syria) one might be forgiven for wanting to move into […]

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Tsipras makes Merkel an offer she can’t refuse

How should we interpret this week’s volte-face by Tsipras and the Syriza government in approving austerity concessions to the Troika that had been specifically rejected by Greek voters in a referendum less than a week before? Short term, this would seem to provide an opportunity for celebration for creditors and financial markets in that the […]

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