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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...

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,...

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...

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%...

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...