Oil Price's picture

Misperception #1: Goldman Sachs knows what is going on. This is incorrect. Goldman Sachs should not be quoted extensively. Misperception #2: The “non-productive rigs” are the first to go. This statement is a little baffling because all drilling rigs are...

Cris Sheridan's picture

In an interview we posted yesterday, Michael “Mish” Shedlock of Global Economic Trend Analysis told listeners, “I think it’s possible the U.S. is in recession right now…or, at the very least, we are on the cusp of one.” Since bear markets and U.S. recessions...

Doug Short's picture

We are clearly experiencing a structural change in employment, one that is a major drag on the overall economy. The fact this change was exacerbated by a business cycle downturn should not blind us to its structural nature...

BCA Research's picture

Our Global Investment Strategy service recently published their Strategy Outlook for Q2 2015. The quarterly report highlights the following points: 1) The commodity supercycle is over. There is little reason for oil or most metals to rebound anytime soon...

Marc Chandler's picture

The ECB is a month into what it has signaled will be at least an eighteen month asset purchase program. It had begun buying asset-backed securities and covered bonds earlier, but starting last month began buying sovereign and supranational bonds...

Bob Eisenbeis's picture

Delivered only a week after the most recent FOMC meeting, Chair Yellen’s March 27 speech at a research conference, “The New Normal Monetary Policy,” held at the Federal Reserve Bank of San Francisco, was arguably a game changer in many respects...

Monty Guild's picture

For the time being, prices of many raw materials and finished goods are not rising. Supply gluts in energy markets, a series of bumper crops in agriculture, and improved manufacturing efficiencies are conspiring with sluggish global demand to keep a lid on prices...

Urban Carmel's picture

Inflation has been decelerating in recent months and remains well below 2%. With oil prices collapsing, CPI dropped to -0.1% in February. Consensus expectations are that inflation will accelerate but it hasn't happened...

Oil Price's picture

The move by California to require mandatory cuts in water use for the first time in its history has highlighted the world’s looming water crisis and increased the focus on the links between sustainable water and sustainable energy.

Reva Bhalla's picture

The likelihood of the United States and Iran reaching a deal this summer means that additional barrels of Iranian oil eventually will make their way to the market, further depressing the price of oil, as well as the Russian ruble. To be clear, Iranian oil is not going to...

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