Natural Gas

2017: The Year When The World Economy Starts Coming Apart

The history of previous civilizations rising and eventually collapsing is well documented. Our current economy seems to be following a similar pattern... Our fundamental problem is the fact that neither high nor low energy prices are now able to keep the world economy operating as we would like it to operate.

Frontrunning: January 6

  • December Jobs Data to Wrap Up Obama’s Economic Legacy (WSJ)
  • FBI Says Democrats Refused Access to Hacked E-Mail Servers (BBG)
  • As Trump attacks, Nissan at bigger risk than Toyota (Reuters)
  • Democratic leader Schumer emerges as Trump's newest punching bag (Reuters)
  • PBoC raises renminbi’s daily fix by most since 2005 (FT)
  • China central bank urges rational investment in bitcoin (Reuters)

These Are Barclays' 13 Commodity "Black Swan Threats" For 2017

Beware the commodity "black swans" in 2017, at least according to Barclays. The British bank warns that raw materials markets from oil to metals face the a high likelihood of disruptions, which among, other include a default by Venezuela, riots in Chile, a trade war with China, more terrorism in Turkey, and even a Fukushima-type disaster in China.

Nomi Prins' Political-Financial Road Map For 2017

Today, the only thing keeping a lid on financial calamity is epic amounts of artisanal money. Deregulating an inherently corrupt and coddled banking industry, already floating on said capital assistance, would inevitably cause another crisis during Trump’s first term.

Risk On: 2017 Stock Rally Continues As Global Inflation Accelerates

Following another day of upbeat economic data, with growing signs that inflation on both sides of the Atlantic is accelerating, investors rediscovered their faith in the Trumpflation rally, pushing global stocks and US equity futures higher, fuelling a second day of 2017 equity gains ahead of today's release of the Fed's December minutes.

Can The Canadian Oil Industry Recover In 2017?

Even with the recovery in conventional oil and gas looking positive in 2017, the lack of major capital investment in oil sands that has become the norm in the past decade will be painful with no relief in sight.

Frontrunning: December 29

  • Russia's Putin says Syrian government, opposition sign ceasefire deal (Reuters)
  • Snap’s IPO Pitch to Tout Service as ‘the Next Facebook’ (WSJ)
  • What History Has to Say About the Economy Trump Will Inherit (BBG) - zero mentions of the word "debt"
  • Trump tax reforms could depend on little-known 'scoring' panel (Reuters)
  • Debbie Reynolds Dies a Day After Daughter Carrie Fisher (BBG)
  • U.S. appeals court rejects SEC's use of administrative law judges (Reuters)

Frontrunning: December 28

  • Crude Rally Lifts Commodity Currencies; Bonds Rise: Markets Wrap (BBG)
  • Kerry Plans Middle East Speech as Israel Moves to Ease Tension (BBG)
  • Japan Looks to Smooth Over Past as New Threats Arise (WSJ)
  • Israel backs off East Jerusalem settlements (Reuters)
  • House Flipping Makes Comeback as Home Prices Rise (WSJ)

Is Obama A Russian Agent?

Sometimes a case looks weak because there is no "smoking gun" - no obvious, direct evidence of conspiracy, malfeasance or evil intent - but once you tally up all the evidence it forms a coherent and damning picture.