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Mark Williams
Sep 16, 20194 min read
Between Abqaiq and a Hard Place (Macro Macchiato 16/09/19)
However many billions the Saudis have spent on defence, it wasn’t enough to prevent the weekend attacks on Abqaiq. Half of Saudi oil...
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Mark Williams
May 27, 20193 min read
Steel Markets and the Global Economy
British Steel is in the hands of receivers (again). This once mighty producer can still be viewed as a canary in the coal mine,...
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Mark Williams
May 20, 20193 min read
Indian Elections Cannot Disguise Economic Worries
India’s general election has taken place in seven phases over the last several weeks, making it the biggest exercise in democracy in...
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Mark Williams
May 6, 20193 min read
Definitely Sell In May This Year (Macro Macchiato 06/05/19)
Here’s the TrumpTweet in full: For 10 months, China has been paying Tariffs to the USA of 25% on 50 Billion Dollars of High Tech, and 10%...
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Mark Williams
Apr 29, 20194 min read
Macro Macchiato 29/04/19: Forget the Ides of March, What about the First of May?
I received several calls on Friday and over the weekend asking for my view on the US announcement that it intends to stand by its...
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