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22 April 2025
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Much of the economic commentary on the attack of the Ukraine has focused on oil. Peter Zeihan suggests that much of that discussion has failed to appreciate the pre-war decline of the Russian oil industry.
Among the myriad of numbers that bombard us every day, three prices matter greatly to the world economy. Recent changes in these prices help to understand the potential for a global recovery and interest rates.
At the moment, oil is the only energy source that can satisfy global demand, but low-carbon power is increasing supply and cost effectiveness. Will the oil price hold up while the fuel is gradually replaced?
Anyone considering investing in oil must understand it is a commodity with supply and demand features, and the relationship between spot and futures markets is critical to how an oil ETF is managed.
The oil market is as much about geopolitics as it is demand and supply, with regimes controlling much of the global production. Are negative oil prices part of a bigger plan by someone?
Long-term oil price projections and currency appreciation make the current valuations of many Australian companies look overly optimistic. Extra supply can be turned on quickly when prices start to rise.
US shale oil producers and the combined alliance of OPEC and Russia need one another to maintain the 'sweet spot' in oil sector dynamics and profitability into the future.
The so-called oil supply problem is the result of oil-producing countries deciding what to produce, but the market has relatively little spare capacity. There's a short-term power play underway by the lower-cost producers.
There's been much media attention on the negative aspects of oil price falls, but some of the benefits are doing more for the economy than the government stimulus package during the GFC.
The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.
With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.
With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.
The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now?