En Portada / On the Cover View all

The Challenge In Commodity Investment

When commodities are rising due to a weak dollar, and the long-term curve is not moving, it is not a good idea to express that…

Petroyuan’s Lacklustre Birth Explained

Every time I read that the yuan is going to dethrone the dollar and that China is going to monopolize the oil market in its…

Analyzing The Global Economy at CNBC

In this video we analyze a few relevant topics: Difficult to Implement Changes at Semi-State Owned Companies and National Champions. Risks to Commodity Stocks Rate…

Nuclear Option? China Has Already Lost A Possible Trade War.

I have commented several times on the errors of protectionism and trade wars. There is another problem. The major developed economies have allowed China to get away…

Syria. Rising Geopolitical Risk, Humanitarian Crisis

In 1973, Hafez Al-Assad was the president of Syria. Between that year and 1982, the regime conducted a systematic terror campaign against the opposition, which…

The Next Enron? The End of Cheap Debt

The Next Enron? The End of Cheap Debt

The end of the era of cheap money highlights the risk of “Enron-style” bankruptcies in…

What Next For Markets And Macro? (CNBC 22/2/2018)

What Next For Markets And Macro? (CNBC 22/2/2018)

In this video we discuss at CNBC the main news in the world economy. Earnings…

Debt Matters

Debt Matters

In this short video we explain why investors should pay attention to the wall of…

Inflation Expectations Look Overblown

Inflation Expectations Look Overblown

Inflation has been one of the main drivers of market positioning in recent months, and…

Volatility Is Back And That Is Not A Bad Thing (At CNBC)

Volatility Is Back And That Is Not A Bad Thing (At CNBC)

Volatility is back and that’s ‘not a bad thing’ from CNBC. There are reasons to…

Energía / Energy View all

Climate Agreement, Hypocrisy and Summits

Trump’s decision to withdraw from the Paris “climate agreement” with the aim of negotiating a better one can be debated, but the…

Video: Oil Markets Remain Oversupplied Despite OPEC cut (CNBC)

U.S. drillers have now added rigs for 19 straight weeks, to 722, the highest amount since April 2015. Almost all of…

Why Europe´s Misguided Energy Policy Must Change

Europe needs to change its energy model. It is unacceptable that the debate about something as important as the energy ignores…

Economía / Economy View all

Addressing Market Concerns

In this short video we address the main risks that markets are discounting: Trade Wars Rate…

España / Spain View all

Has Spain Learnt From The Crisis? Daniel Lacalle at the European Parliament

Spain has been an example of how to recover from the crisis and it cannot be an…

Conferencias / Conferences View all

Video: Escape from the Central Bank Trap presentation at the Heritage Foundation, Washington

In this video I explain the main messages of my book “Escape from the Central Bank…

Entrevistas / Interviews View all

What Is Happening With Oil? (Real Vision TV)

See this short clip of my interview on the Oil and Commodity market. We discuss: What…