Mind The (Reality) Gap

Amid all the ferocious market rallying there’s a gap building and nobody seems to notice, and nobody seems to care. I say: Mind the gap.

  • Jan 12, 2020 11:46 AM

IEA: The Oil Glut Is Going Nowhere

Global oil markets will remain well supplied this year, with a possible overhang of some 1 million bpd, the head of the International Energy Agency, Fatih Bitol, told Reuters...

  • Jan 12, 2020 9:20 AM

Has The Fed Trapped Itself?

...not only are they caught in an “economic liquidity trap,” where monetary policy has become ineffective in stimulating economic growth, but are also captive to a “market liquidity trap.”

  • Jan 11, 2020 10:30 AM