By Paul Sankey
Published on January 30, 2022 at 4:41 PM
Before we argue that Big Cap tech can stabilise the market here, on a fast & personal take of last week’s and next week’s earnings, in recognition that we need to focus on mega-themes, the latest population data from China is extremely important. NYT January 17th, 2022: China announced on Monday that its birthrate plummeted for a fifth straight year in 2021, moving the world’s most populous country closer to the potentially seismic moment when […]
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By Paul Sankey
Published on January 9, 2022 at 3:31 PM
Yesterday I took on re-modelling the oil market according to the new world order: OPEC+. But I also spoke to a top hedge fund portfolio manager, US mega-player, who is based in Singapore for a couple of months. He made the following points: Strong Singapore economy with staff shortages – he waited an hour for a coffee the other day China cutting back on energy intensity. Brain drain from Hong Kong. Massive capex cycle starting […]
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By Paul Sankey
Published on December 26, 2021 at 1:43 PM
Happy Boxing Day, The name Boxing Day being for boxes given to servants for their big day off: 26th December. My servants are all off, so here I am. So; we start the year with Refining conference, we continue to watch Washington which has to get some legislation done; it may not, as the split in the Democrat Party might almost be terminal. The Progressive vs Moderate split goes to the heart of the current […]
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