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global demand

Christmas Comes (too?) Early

By |2021-11-16T19:01:03-05:00November 16th, 2021|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It began all the way back during the summer. Vice President Kamala Harris was in Singapore in August hosting a gathering of business leaders. Supply issues naturally came up, and the VP warned: The stories that we are now hearing about the caution that if you want to have Christmas toys for your children it might be the time to [...]

The Big And Small of Leading Japan

By |2020-01-21T18:47:02-05:00January 21st, 2020|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

In the middle of 2018, Japan, they said, was riding so high. Gliding along on the tidal wave of globally synchronized growth, Haruhiko’s courage and more so patience had finally delivered the long-promised recovery. The Japanese economy had healed to a point that its central bank officials believed it time to wean the thing off decades of monetary “stimulus.” They [...]

The Latest Plus Sign

By |2016-09-12T15:55:15-04:00September 12th, 2016|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Chinese oil imports surged again in August to the equivalent of 7.77 million barrels per day (mbpd). That was significantly more than July’s pace of 7.35 mbpd, and up an astounding 1.5 mbpd from August 2015. It was the highest rate of oil imports since April. The demand for commodities hasn’t been limited to just crude oil, as coal imports [...]

Weakness in the Global Economy; Japan Edition

By |2016-03-17T16:55:38-04:00March 17th, 2016|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Setting aside all other considerations and doubts about QQE, there was one factor that was supposed to be unassailable. That was the yen. QQE as a “money printing” operation was understood to act heavily on the exchange value of the Japanese currency so that it would drastically alter the competitive pricing of Japanese goods in Japan’s favor. From that point, [...]

The Kingdom Offers Less Oil

By |2015-11-25T16:33:51-05:00November 25th, 2015|Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

While the media remains fixed on supply, the rest of the financial complex is prepared elsewhere. On Monday, Saudi Arabia announced what the mainstream has been waiting for (and often blatantly demanding) since the summer “rebound” faded into August liquidations. Given the mythical status of Saudi supply, this was the one country thought to be the only possible savior. Crude [...]

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