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We used to talk about the Euro being in “intensive care” in metaphorical terms. Now, in 2020, bank research departments

November 3, 2020

We used to talk about the Euro being in “intensive care” in metaphorical terms. Now, in 2020, bank research departments monitor actual ICU admissions in European hospitals in real time. @ANZ_Research via @SoberLook https://t.co/rkSurUscuu

Energy Capex as a % of operating cash flow is at historic lows. A lot hinges on how you explain

June 28, 2022

Energy Capex as a % of operating cash flow is at historic lows. A lot hinges on how you explain this. thedailyshot.com/2022/06/28/bus… https://t.co/VkOyCMuPqs

Over the next five year Fitch expects global steel prices to retreat – as growth in China slows – but

June 28, 2022

Over the next five year Fitch expects global steel prices to retreat – as growth in China slows – but to remain at historically elevated

Interestingly, if you had to pick out a country that combined extreme inequality with severe, imported food-price inflation it would

June 28, 2022

Interestingly, if you had to pick out a country that combined extreme inequality with severe, imported food-price inflation it would be …. Colombia! thedailyshot.com/2022/06/28/bus… https://t.co/HGamf8R9sS