Tag: China

Recent legislation in the U.S. and Europe (and a war in Ukraine) is accelerating energy transition. Yet, the overhaul of policy requires significant change in other aspects of the economic system and individual livelihoods – in particular, the limited resources of metals and rare earth elements, water and land become significantly more important.

Everyone knows economists have a poor track record of predicting recessions. Yet, it is hard to ignore the growing consensus among economists that the combination of inflation and interest rate hikes alongside tempered Chinese demand and US economic uncertainty could be the perfect storm for a global recession.

Those same economists, however, disagree on the depth and length of a potential recession as well as the underlying indicators that will answer their questions. Thus, instead of agreeing on a list of indicators, let’s focus on some countries that could be bellwethers for changing headwinds in 2023…

Why did the Saudi authorities reduce production, despite receiving US advice to the contrary?

President Hakainde Hichilema is creating a new playbook for African restructurings…

The current dynamics in the Middle East are creating an opportune time for U.S. leadership to strategically shift priorities on the global stage, especially as the U.S. is not entangled in any war…

U.S. President Joe Biden and Saudi Crown Prince Mohammed bin Salman must come together for a long awaited rendezvous in the desert…ideally the two leaders can employ some modern rules of dating in making the alliance work…

To think many people predicted 2021 couldn’t get any worse than 2020. Little did they know that 2021 would bring delta, omicron, and inflation with a lot of messiness in-between. The result is 2022 will be volatile with a covid overhang and inflation coupled with aggressive interest rate hikes (by the U.S. Federal Reserve and other similar authorities across the globe) to combat the inflation – as a result, 2022 may present more distress than 2021. These are the markets distressed investors will, as a result, be watching in 2022.

Vaccines gave hope going into 2021…fast forward a year later and the omicron variant is not providing the same confidence, especially with much of the globe still not fully vaccinated and / or without a booster shot. Such a reality has created renewed economic uncertainty. As we enter 2022, there are several countries whose economic trends will provide some insight into the global economy going forward…

Modi may have appeared brash in his approach and his words at COP26…but that cannot overshadow the hard truths raised by his speech…