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Economy

“Supply chain pressures have ‘eased significantly’ and inflation could be next: Morning Brief”

“…Earlier in June, we learned manufacturers’ delivery times in the New York Fed and Philadelphia Fed’s regions had gotten significantly shorter during the month. Since then, we’ve learned from the Kansas City Fed and Richmond Fed that delivery times also improved in their regions. However, delivery… Continue Reading…

Energy

“Oil Markets Could Face A Doomsday Scenario This Week”

“Global oil markets are going to be very volatile in the coming months if news emerging from OPEC’s main producers about production capacity constraints turns out to be true… With a presumed spare capacity of more than 3-4 million bpd,… Continue Reading…

Business, Stocks

“Twitter shares jump 3% on reports it could accept Elon Musk’s bid as early as Monday”

“Twitter shares jumped more than 3% on reports the company is nearing a deal with Elon Musk that could be announced as soon as Monday. Musk earlier this month offered to buy Twitter for $54.20 a share, or about $43 billion. The social media… Continue Reading…

Energy

“How sanctions on Russian energy exports could work”

“…The ideal goal would be to lower Russian revenues while minimising the impact on oil flows. Two solutions could achieve this. The first one would be for the EU to impose price caps on Russian crude and oil products that… Continue Reading…

Economy

“The Probability of Recession In The Next Year Could Be As High As 35%”

“ EDITOR’S NOTE: Signs of inflation were beginning to appear in 2020, long before the CPI had even breached the 2% target level. Yet, hardly anybody considered inflation a real threat. Fast forward to today, three critical recessionary signs are flashing… Continue Reading…

Cryptocurrencies

Beware, Next Target Cryptocurrency: “Lawmakers fear cryptocurrencies could be back door for sanctioned rubles”

“…The anonymity provided by bitcoin and other cryptocurrencies could undermine the effectiveness of sanctions against Russia after its invasion of Ukraine, the lawmakers say. Industry advocates, however, say the technology provides greater transparency for law enforcement and warn against an overreaction… Continue Reading…

Energy

“Hydrogen generation could become a $1 trillion per year market, Goldman Sachs says”

“Hydrogen has an important role to play in any transition to net-zero and its generation could develop into a market worth over $1 trillion a year, according to Goldman Sachs. “If we want to go to net-zero we can’t do it… Continue Reading…

Precious Metals

“Investors Could See Gold Prices Hitting Over $2,000 In 2022”

“EDITOR’S NOTE: Market sentiment and fundamentals are the only two factors that count when it comes to gold prices. The problem is that they’re often not in sync. Neils Christensen is wagering his bullishness on sentiment, based mostly on his… Continue Reading…

Energy

“Chronic Underinvestment Could Push Oil Prices Higher In 2022”

“Long-suffering Americans grappling with runaway inflation are finally enjoying some reprieve. After a relentless climb, prices at the pump have been heading south, with national average gas prices tumbling to a 10-week low of $3.28 a gallon, according to AAA.… Continue Reading…

Investing

“Why Helium Could Be The Hottest Commodity Play Of 2022”

“Helium is already 100x more expensive than natural gas—even with skyrocketing oil and gas prices. And the helium land rush is on in full force. It’s made easier by the fact that the bulk of helium comes from natural gas… Continue Reading…