Global Risk Insights's picture

The recent Doha meeting of major oil producers failed to agree on oil output freeze deal and confirmed the existence of deep disagreements within OPEC. The oil prices agony continues as major oil producers failed to reach an agreement...

Oil Price's picture

The unveiling of Tesla’s Model 3 electric car was no less than the lifting of the final curtain on a game-changing energy revolution. And if we follow that revolution to its core, we arrive at lithium—our new gasoline for which the feeding frenzy has only just begun.

Andrew Zatlin's picture

Semiconductors are the universal common denominator of the 21st-century economy. Once upon a time, these parts were mostly found in only a few things: computers, calculators, and consumer electronics.

Stratfor's picture

"The sky is high, and the emperor is far away," says one Chinese proverb. For centuries, whatever ruler sat in China's capital was hard-pressed to stay apprised of daily events at the far reaches of his empire. He could employ spies and...

Chris Puplava's picture

The most recent consumer sentiment reading came in below expectations and shows a continued decline from its 2015 high. In this piece, we show the long-term behavior of consumer sentiment as a gauge for US recessions, its relationship to P/E multiples, and its correlation to...

Doug Short's picture

Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. This committee statement is about as close as they get to identifying their method.

Michael Shedlock's picture

Those who had written off Donald Trump need to reconsider things in light of recent polls in five states. Trump has soared in the latest polls in California, New York, Connecticut, Maryland, and Pennsylvania. 

Sheraz Mian's picture

We are entering the heart of the Q1 earnings season, with more than 100 S&P 500 members coming out with results this week and more than 170 index members reporting next week. The unsuccessful weekend meeting among oil producers...

BCA Research's picture

If we had conviction, that the profit contraction was near a reversal, subdued, economic activity would be less worrisome. But in this cycle, corporate balance sheets are stuffed with excess leverage, underscoring that the risk of hitting...

Marc Chandler's picture

At the IMF/World Bank meetings this week, Chinese officials are again pushing for greater use of the IMF's unit of account, Special Drawing Rights. It is China's turn as the rotating host of the G20, which gives it greater influence over its agenda.