Tag Archive: Europe

How Italy will fail and drag down the European Project

2016-02-23

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2016-02-23

Italy is big enough to matter (it is the eight largest economy on the planet), but so uneventful that most does not pay any attention to what is going on there. We contend that Italy will, during the next year or two, be on everyone’s radar screen as it has the potential to derail the European project for real.

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The Great Unwind

2015-10-24

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2015-10-24

Over the decade long commodity boom made in China we have all been accustomed to the large and growing current account surpluses being recycled back into western financial security markets. Case in point, from 2000 to its peak in the fall of 2013 the...

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Emerging Markets and Global Oil Demand



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