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Category Archives: Uncategorized
Can Canada’s oil sands cope with $50 crude? – FT
Extracting crude from Canada’s oil sands is expensive to set up. Whether these operations will be mothballed with oil around $50 per barrel is another matter. Lex’s Oliver Ralph and Alan Livsey discuss the outlook for crude production. For more … Continue reading
European equities just catching up? – FT
Europe’s equities have rallied 15 per cent of late, with the ECB’s quantitative easing under way, the euro sinking and the economy recovering. Lex’s Oliver Ralph and Robert Armstrong discuss whether there is still value to be found in European … Continue reading
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US Sector ETF Performance – March 5
(click here if charts are not observable)
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Venezuela’s US diaspora stirs into action – FT
Venezuelan immigrants, who make up 2 per cent of the Miami-area Latino population, are starting to eat into the American political pie. The Cuban-American experience provides a guide to how the community could make an impact as a formidable lobbying … Continue reading
Martin Wolf on Ukraine’s finances – FT
The FT’s Martin Wolf and Ferdinando Giugliano discuss the state of Ukraine’s economy, the impact of the crisis and what reforms are necessary for the war-torn nation to achieve a stable democracy. For more video content from the Financial Times, … Continue reading
Daily Risk Monitor – February 10
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Tagged bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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Larry Summers on Charlie Rose
A discussion about the global economy with Larry Summers, President Emeritus of Harvard University. “We are in uncharted territory economically.” Click here for interview (click here if pictures are not observable)
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Valuing Apple – FT
Apple has just returned the most profitable quarter of any public company in history. Lex’s Oliver Ralph and Robert Armstrong discuss why it is difficult to value the iPhone maker and how innovative it needs to be. For more video … Continue reading
Quote of the Day
Global macro bullshit is back. – Josh Brown
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Daily Risk Monitor – January 23
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Tagged bonds, Commodites, Currencies, Global equity markets, Performance, Stocks
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Global Macro Monitor 