Monthly Archives: September 2016

HOW THE NEXT PRESIDENT’S “FISCAL SHIFT” WILL MOVE INVESTORS

22nd September 2016 On 21 September the US Federal Reserve decided not to raise interest rates, but fourteen of the seventeen board members indicated that they expected one more rate rise in 2016. This has pretty much telegraphed to financial markets that, so long as economic statistics remain reasonable, the Fed will go for a…
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FRACK-TIONALLY LOWER OIL PRICES

15th September 2016 It is now two years since oil prices halved in the second half of 2014. The chart below reminds us that this fall was far less severe than the oil price collapse during the GFC, when prices recovered very quickly. Why aren’t prices beginning to recover now? The causes of the two…
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