A New Normal for Energy?
The energy landscape is changing fast with so-called “unconventional” forms fast becoming the new norm, says accounting firm Ernst & Young.
China’s hard landing odds, updated
Remember Nomura last year estimated there was a 1-in-3 chance of a hard landing in China?Anyway, they’ve updated the index on which it was based. Nomura’s chief...
Tech Talk – Oil and Natural Gas in Eastern Siberia
In the last post on Russian oil production, I discussed the amounts of oil produced from Western Siberia, the region with the highest current production, which in its prime contained the second largest producing oilfield in the world at Samotlor. Those...
The 2012 BP Energy Outlook 2030
There are many unintended consequences as fuel supplies become more scarce and expensive. (With a h/t to Rune Likvern), I see that those Greeks who are being starved of affordable fuel are starting to chop trees down for warmth and income. This sort o...
Facebook’s Asia Strategy? India, Japan, South Korea
Given the huge hurdles Facebook has in China where Internet censorship has left it with near zero penetration, the giant tech company is turning instead to markets like India, Japan and South Korea to spur its growth in Asia.
China’s not so amazing PMIs
China’s official PMIs went to 50.5 for January, but European markets were not that impressed.The HSBC/Markit Economics PMIs, meanwhile, were an uninspiring 48.8, compared to 48.7 in December....
Chinese New Year and the BDI
Should you be worried about the Baltic Dry Index’s recent sharp selloff? Or should you be more worried about developments in China? We bring this up because there is apparently...
"Should The U.S. Take A Harder Stance On China’s Currency?"
Joe Gagnon says the "best way to discourage currency manipulation is to tax it heavily": Should The U.S. Take A Harder Stance On China's Currency?, by Joe Gagnon, Planet Money: ...Ben Bernanke recently said that Chinese currency manipulation "is blocking...
Satyajit Das: Top Secret – The Chinese Envoy’s Briefing Paper On The Australian Economic Outlook (Part II)
By Satyajit Das, derivatives expert and the author of Extreme Money: The Masters of the Universe and the Cult of Risk Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives – Revised Edition (2006 and 2010)
Your Excellency, I am pleased to present the requested report on the economic outlook for the...Sany’s Mittelstand Stand
- Jason Bronis/Associated Press
Satyajit Das: Top Secret – The Chinese Envoy’s Briefing Paper On Australia’s Economy (Part I)
By Satyajit Das, derivatives expert and the author of Extreme Money: The Masters of the Universe and the Cult of Risk Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives – Revised Edition (2006 and 2010)
Your Excellency, I am pleased to present the requested report on the economic outlook for the...The PBoC’s “unofficial” rate policy
Bank of America Merrill Lynch’s global rates teams has interesting note out on Friday regarding Chinese repo rates.As they point out, the seven-day rate currently implies...
