Tag Archives | the Fed

The Hypnotic Allure Of Emerging Markets

By John Richardson

A GLEAMING new skyscraper in downturn Beijing, Bangkok, Mumbai, Jakarta or Kuala Lumpur made for fantastic TV viewing, especially if a photogenic reporter was standing in front of such a building.

The reporter would then talk about …

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Six Big Risks Of Fed Rate Hike And Some Long-Term Realism

By John Richardson

IF you thought the 2013 Taper Tantrum was bad enough, I am afraid you have seen nothing yet. When the Fed finally does raise interest rates, either this year or next year, these are just six results:…

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Asian Ethylene Markets: What We Definitely Know

By John Richardson

FORECASTING the absolute future price of any petrochemical has always been difficult and if you are ever exactly right this will be down more to good luck than good judgement.

And the problem is that when you …

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The Real US Employment Story

By John Richardson

THE “Will they won’t they?” debate became even more intense on Friday following the release of the US Labor Department’s employment report for August.

Whether or not the Fed will raise interest rates in September, or at …

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Oil Prices: A Turkey Becomes Airborne, Danger Ahead

By John Richardson

OIL prices rose yesterday, despite the latest Energy Administration Information (EIA) report for the week ending 28 August revealing that:…

Total US commercial stocks grew by 5.7 million barrels a day – and at 1.29 billion barrels

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Time To Scrap Old Thinking On Oil Markets

By John Richardson

A SEASONAL fall-off in demand for oil, rising concerns over the Chinese economy and worsening global oversupply of crude could push oil down into the $30 dollars a barrel range, a majority of analysts surveyed by the …

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$30 A Barrel Crude: Six Reasons Why It Will Happen Again

Want to know what do next? Then contact ICIS Consulting at john.richardson@icis.com

 

By John Richardson

IT WAS clear as early as January 2013 that US shale-oil production was on the rise. Back then I warned that this new supply …

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US Oil, Gas, Chemicals Drowning In Excess Of Credit

By John Richardson

THE US oil, gas and petrochemicals sectors are drowning in an excess of credit that has distorted rational analysis of long-term supply and demand fundamentals.

So, just as is the case with China manufacturing in general, these …

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Oil Prices, The Chase For Yield And Another Roll Of The Dice

By John Richardson

GILLIAN Tett, the outstanding financial journalist, talked about “silo thinking” in her book – Fool’s Gold – that detailed the root causes of the Global Financial Crisis.

By this she meant how too many people only had …

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US Fed Reinvents 19th Century Boom And Boost Oil Markets

By John Richardson

ONE way of looking at the world is that central bankers know exactly what they are doing as they are Masters of the Universe.

These bankers have excellent degrees and doctorates from top universities bursting out their …

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