A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
An update from the front lines of the Trade War, with a focus on implications for investors
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.
Michael discusses this year���s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
After a strong first quarter, risk assets continued their rally in April.
Today the Bank of England���s (BoE) Monetary Policy Committee met, and decided unanimously to keep interest rates on hold at 0.75%.
For the first time in 20 years, markets will have to survive without support from central banks.