(This article was published in El Confidencial on January 4th 2013)
“A great civilization is not conquered from without until It had destroyed itself from within” Will Durant. Continue reading To Ruin Through Euphoria
Category Archives: On the cover
Commodities Weekly
It was an uneventful week in crude markets. Continued delays in North Sea shipments continue to support Brent. However, OPEC production continued to slide in December, reaching a 0-month low. Cut in Saudi production is the main reason for the decline and was originally started to offset the gains in Libyan and Iraqi production. The decline is also in line with comments from Saudi oil minister and OPEC secretary general that the oil market remains well supplied. Continue reading Commodities Weekly
Front Row: Here We Go Again
Front Row represents the personal view of Rodrigo Rodriguez, European Head of developed cash trading for Credit Suisse.
Here we go again, New year, similar doubts, is it the fiscal cliff or the fiscal lift ? is it the solution or just another short cut? Is this the last opportunity to buy or a great opportunity to sell? Continue reading Front Row: Here We Go Again
New Year, Old Financial Repression
This article was published in El Confidencial on Dec 21st, 2012 and in The Commentator on January, 2013
“I have seen the future and it is very much like the present, only longer.” Kehlog Albran (parody)
As every year since I started in this business, all banks and analysts expect market gains throughout the year. Global recovery and improving the economy? No, unfortunately. Continue reading New Year, Old Financial Repression