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ETO News TV: The putative Trump ME “Deal” - good or bad and meaning for markets.
ETO News TV: The putative Trump ME “Deal” - good or bad and the meaning for markets. Three savvy anchors and myself probe the ins and outs of what we know about the proposed ME “pause” and how it measures up against market red lines.
Peter Lewis Money Talk - The Gulf, Asia & Market Excesses
A very interesting conversation with Carlos Casanova, Peter Lewis and myself about the ecoomic waves that will hit Asia stermming from the Gulf Crisis.
NDTV THe Opening - The Significance of UAE Quitting OPEC
UAE leaving OPEC+ What’s the significance. Short term none because oil is blockaded Long term BIG because UAE outside OPEC could boost Gulf oil output by 12-15% and global output by 2%. This could reduce global oil prices 5-8% But price fall probably won’t happe…
CNBC Access Middle East with Dan Murphy. ME ENERGY & THE WORLD ECONOMY! First the reality. Then the market myth. Then the collision
CNBC Access Middle East with Dan Murphy. ME ENERGY & THE WORLD ECONOMY! First the reality. Then the market myth. Than the collision.
NDTV The Opening: David Roche - The Coming Oil Crisis
NDTV The Opening: David Roche - The Coming Oil Crisis You can cut through the confusion by focussing on the one thing that tells you whether the ME Crisis is getting better or worse: is oil moving? It is NOT! What matters to economies and markes is when the…
Peter Lewis Money Talk - Now comes the real energy crisis - the economics of blockades
Peter Lewis Money Talk - Now comes the real energy crisis - the economics of blockades
Peter Lewis Money Talk
Peter Lewis Money Talk The Middle East: Trump’s least bad options. And what each means for economies and markets.
NDTV - The Surprises of War.
NDTV - The Surprises of War. The geopolitical, economic and financial market consequences of this badly planned, long war in pursuit un-defined goals.