News Library
Showing All Results
Peter Lewis Money Talk- The Summit, The Fed, The Gulf and AI
Peter Lewis Money Talk- Peter, Sunil Kashyap and I discuss: The Presidential Xi-Trump summit - What to expect = hot air+nothing; Why China will do little about the Gulf and why the Gulf crisis is a slow burn energy crisis with shortages set to worse;
Navigator – What the Revised Energy Deficit Does to GDP
Navigator – What the Revised Energy Deficit Does to GDP. (An earlier abbreviated text of this piece was sent to clients on the WhatsApp service at the weekend. Their savvy comments inspired revisions to the original now incorporated below.) New data and field work…
NDTV The Trump One Page Memo that Settles Everything - looking at it from the IRGC perpective
NDTV- This 3 bite interview by NDTV’s crack anchors with David Roche is different!! It is mercifully brief and shorn of all BS! And it deals with any US proposal (which we await) from two perspectives: One, that of an Iranian IRGC leader - what does he want and what is he pr…
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.
Navigator: The Suicidal Sheep
Navigator: The Suicidal Sheep The divorce between equity markets and the Middle East crisis is irrational and unsustainable. The energy supply cliff we are approaching makes its collapse imminent.
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets
NDTV Geopolitics Centre Stage! When & Why does macro matter to markets. Applying the theoretical arguments about when Macro matters to Economies and to Markets to what is happening in the MIddle East.
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…
NDTV The Big Question - is there an economic dividend from the UAE quitting OPEC
NDTV The Big Question - is there an economic dividend from the UAE quitting OPEC
The Fracturing of OPEC - UAE quits OPEC on May 1
The Fracturing of OPEC - UAE quits OPEC on May 1 UAE quitting OPEC means: · No change in oil prices or oil supply in short term as UAE oil outlets are constrained by Gulf blockades. · Long term UAE oil output could painlessly double to 6mn bpd. This would …
Why are the markets seemingly so sanguine? Joe Lynam with David Roche
Great chat with Joe Lynam of Ireland’s Newstalk about the delusion of markets and the coming energy shortage cliff. The show produced the most reactions of any radio show I have ever done. Joe did a great job in keeping it lively and halting my pedantic tendencies…