Category Archives: Sin categoría

Commodities Weekly

Energy, Global Economy, On the cover, Sin categoría

It was a strong week in the oil market as Brent pushed through the $115/bbl to reach the highest level since April last year. Positive macro-economic data, coupled with the increased geopolitical risk premium provided a positive backdrop for the strong gains. In terms of fundamentals, OPEC production continued to slide in January, reportedly reaching the lowest level in 15 months. It is important to note that OPEC production is nearing the official production quota of 30mbpd level where it may stabilise. Similar to reports in December, reduction in production is largely attributed to a well-supplied market. Continue reading Commodities Weekly →

Front Row: Long Value

Global Economy, On the cover, Sin categoría

Front Row represents the personal opinion of Rodrigo Rodriguez, European Head of developed cash trading for Credit Suisse.

So my dear Tej (who is currently taking his 14th sick day of the year….) has been complaining about the quality of Front Row recently without fully realising perhaps the huge amount of stress combined with severe lack of time under which these pieces were written. Continue reading Front Row: Long Value →

Why currency wars fail

Global Economy, On the cover, Sin categoría

This article was published in El Confidencial on January 26th, 2013 and in English in The Commentator

“Devaluation rarely helps the economy rarely, but it can help investors’ Matt Lynn
“This year, currency fracas could morph into global currency war”. David Petitcolin

How do we get out of a debt problem and stagnation that only worsened with stimulus?. The concerns about an all-out global currency war, triggered by Japan’s latest move, was discussed by the G-20 and in Davos as central banks become increasingly politicized and intervened. Continue reading Why currency wars fail →

Climate protection policies, more harm than benefit?

Energy, Global Economy, On the cover, Sin categoría
This post was written by Luis I. Gomez, in Spanish here. Luis Ignacio is a biochemical engineer, CEO of Indago GMBH.Global cooling

The more I read and suffer the European policies designed to “protect climate”, the more questions I make myself, and the greater the desire to share them with you. Continue reading Climate protection policies, more harm than benefit? →