Oil prices jumped on Monday, as OPEC+ agreed to stick with existing production plans, resisting calls, including from the US, to ramp up output. US shale producers cannot be relied…
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The correction in US equities has accelerated this week. Central banks threatening higher interest rates are only one half of the story. China’s energy crunch is a window into how…
The number of high-profile supply bottlenecks appears to be rising. Outages at Chinese manufacturing hubs are threating to further disrupt global supply chains, including for semiconductors. Brent crude topped $80/barrel…
By consensus, Evergrande does not represent a Lehman-style moment for China. Markets are braced, but the real threat to the economy lies in the clampdown on emissions, causing raw material…
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Experts are warning over a winter surge in Covid-19 cases. Winter is unlikely to be smooth. Alongside the delta variant, many UK households are facing a difficult mix of rising…
Covid-19 continues to stalk the US economy. The number of daily new infections rose for the virus to an average of 169,709 on Thursday/Friday last week. This compares with a…
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