Beyond Bulls & Bears

Summer Slump Strikes Oil Again

Summer Slump Strikes Oil Again

The timing and the amount of (Iranian) oil that will find its way into the market are still hotly debated, and this will determine whether the return of Iranian barrels will be orderly or become disruptive to global markets.

European Drama Hasn’t Derailed US Growth

European Drama Hasn’t Derailed US Growth

We believe headwinds to growth have been easing and what the current leg of the US expansion has perhaps lacked in intensity may very well be made up for by a transition to a more durable or lengthy expansion.