India

Is This The Geopolitical Shift Of The Century?

"The emergence of a Russian-Iranian-Turkish triangle is the new reality. The Western hegemony in the MENA region has ended, and not in a shy way, but with a long list of military conflicts and destabilization..."

China On Pace To Dethrone The US

"...putting forward new concepts, thoughts and plans to reshape the global governance system..." With China in the spotlight ahead of the National Congress, it shouldn’t be taken lightly that the superpower would allow such bold language by one of its state mouthpieces.

What Happens To Iran's Oil Exports If Sanctions Are Renewed: Goldman Explains

European buyers, which account for 25% of Iran’s 2.2 mb/d crude exports, could potentially stop their purchases to avoid falling foul of US secondary sanctions. The key to the global oil market is whether these flows will be curtailed rather than simply redirected to Asia. Net, we would expect that if US secondary sanctions are renewed, they would initially put at risk a few hundred thousand barrels of Iranian exports

Is Saudi Arabia's Grand Strategy Shifting?

"Even in this era of global paradigmatic changes, Saudi Arabia’s shifting grand strategy is perhaps one of the most surprising developments to occur thus far..."

Amazon Experimenting With Its Own Delivery Service To Rival FedEx And UPS

Taking another bite out of the fortune they've built for FedEx and UPS shareholders, we learn today that Amazon is "experimenting" with a new program, called "Seller Flex," which would have them takeover the process of picking up packages directly from third-party warehouses and delivering them to customers.

US Trade Balance Shrinks More Than Expected As Deficits With China, EU Decline

The U.S. trade deficit shrank 2.7% in August 2017, declining from a downward revised $43.6 billion in July  to to $42.4 billion in August, better than the $42.7 billion expected, as exports increased by 0.4% to $195.3 billion and imports decreased by 0.1% to $238.1 billion. This was the smallest trade deficit since last September.

Spain Rebounds, Pound Tumbles In Quiet Session Ahead Of ECB Minutes, Fed Speakers

Global markets came off record highs, trading subdued, with US index futures unchanged as traders are unwilling to make major moves ahead of today's ECB minutes and tomorrow’s NFP release, and before speeches by central bankers including SF Fed President John Williams and the potential next Fed chair Jerome Powell, as well as ECB executive board members Peter Praet and Benoit Coeure..

A Failing Empire, Part 2: De-Dollarisation - China and Russia's Plan From Petroyuan To Gold

"De-dollarization for Beijing, Moscow and Tehran has become a strategic priority. Eliminating the unlimited spending capacity of the Fed and the American economy means limiting US imperialist expansion and diminishing global destabilization. Without the usual US military power to strengthen and impose the use of US dollars, China, Russia and Iran have paved the way for important shifts in the global order."

3 Uncommon Signs That An Economic Collapse Could Happen Soon

As stocks continue to climb and the U.S. economy sustains its third longest period of expansion in history, market forecasters are seeking clues for when our next crisis may strike. So far, three uncommon signals have them worried.