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February 1, 2016

What is causing the market collapse?

Concerns are increasing regarding what is happening in the financial markets. Above all, this is because contagion is affecting all geographies and asset classes. This leads us to ask what is driving this new market collapse. Is it the Fed? China? What can we expect in the coming months regarding commodities?

February 1, 2016

Iran Manía

Not for any lack of foreknowledge, the 'implementation day' of the Joint Comprehensive Plan of Action (aka: the nuclear agreement with Iran) is making little impact. This is in spite of the fact that the news has coincided with falling oil prices, that will give less relief than was initially expected to Iran's delicate eco…

December 14, 2015

The price of oil: the new embodiment of abundance

On December 4th, representatives of the Organization of the Petroleum Exporting Countries (OPEC) gathered to discuss a potential cutback in crude production and move to neutralise the falling price. The failure to come to any agreement surprised nobody.
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