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Oil Price Volatility: Are We Out of the Woods Yet?
What’s my advice on oil price volatility? Hang in there. The good news—we’ve been through this before. The bad news—we’ve[…]
Is OPEC Irrelevant?
In late May, OPEC (Organization of the Petroleum Exporting Countries) and non-OPEC oil producers agreed to extend production cuts through[…]
Commodity and Emerging Market Performance – Is This Divergence Sustainable?
Emerging market (EM) assets were hit hard by the crash in commodity prices in 2014-2015, but so far this year,[…]
European Banks: Be Mindful of Risks in 2017
European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace[…]
Italy Rejects Constitutional Reform Referendum
Italy rejected Prime Minister Matteo Renzi's constitutional reform in Sunday’s referendum, as polls had predicted.
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