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HomeFinance

Finance

Tariff
Finance

Trump’s Tariff Threats Trigger Surge in Chinese Exports

December 2, 2024 Mariel Alumit

Importers are frontloading freight from China in anticipation of President-elect Trump’s proposed tariffs. Air cargo flights out of China have reached record levels as businesses rush to stockpile goods. Analysts predict a short-term export boom […]

UN
Big Oil Companies

Oil Producers Block Binding UN Treaty to Curb Plastics

December 2, 2024 Mariel Alumit

A small group of major oil-producing countries, including the leaders of the OPEC+ alliance – Saudi Arabia and Russia – have blocked a United Nations-backed summit from agreeing on a binding treaty to put limits […]

European Diesel
Downstream

Traders Become More Bullish on European Diesel as Winter Arrives

December 2, 2024 Mariel Alumit

Hedge funds and portfolio managers are reducing their short positions on European diesel futures. Rising natural gas prices and colder weather are boosting demand for diesel and gasoil. Traders are becoming more bullish on diesel […]

BRICS

Trump threatens BRICS

December 2, 2024 Andy Del Prado

Daily Standup Top Stories Trump threatens BRICS December 1, 2024 Clark Savage ENB Pub Note: If the Biden-Harris administration had not weaponized the US Dollar in such a criminal pattern, BRICS would not have gained the […]

BRICS

Trump threatens BRICS

December 1, 2024 Clark Savage

ENB Pub Note: If the Biden-Harris administration had not weaponized the US Dollar in such a criminal pattern, BRICS would not have gained the traction that has been able to achieve.  Anyone looking to replace […]

CMBS
Finance

Office CMBS Delinquency Rate Spikes to 10.4%, Just Below Worst of Financial Crisis Meltdown. Fastest 2-Year Spike Ever

November 30, 2024

Office-to-residential conversions are growing, but are minuscule because not many towers are suitable for conversion.

Big Oil Companies

Week Recap: Blackouts, Climate Setbacks, and Policy Shifts

November 30, 2024 Andy Del Prado

Weekly Daily Standup Top Stories Half of U.S. at risk for blackouts during extreme cold this winter, grid watchdog warns November 24, 2024 Clark Savage A new report by the North American Electric Reliability Corporation (NERC), which […]

tax receipts
Finance

Federal Government Interest-Payments-to-Tax-Receipts Ratio Spikes, Debt-to-GDP Worsens Further in Q3

November 29, 2024

The magnitude and speed of the ratio’s 2-year spike is unprecedented in modern US history. It does not look good.

US Dollar
Finance

Is the Dollar Collapsing? 7 Key Indicators You Can’t Ignore

November 29, 2024 Clark Savage

As outlined in the graphic below, there are seven key indicators to watch as the US government falls deeper into the self-perpetuating debt spiral that I think will culminate in the collapse of the US dollar. Indicator #1: […]

EIA News

Global natural gas market may experience a tighter supply-demand balance this winter

November 29, 2024 Clark Savage

Data source: Bloomberg Finance, L.P. Note: Price curves as of November 21, 2024. Dotted lines represent forward prices. LNG=liquefied natural gas; Asian LNG=the JKM price benchmark (representing spot and forward LNG prices in Japan, South Korea, Taiwan, […]

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