The Week That’s Done: China’s stimulus, Toyota’s pivot
June 18, 2023China turns on the stimulus spigot, the US takes a pause, Europe hikes, and Japan stays as dovish as ever. Meanwhile, oil demand is sticky and it’s boom time for LNG. Plus, Toyota’s strategic pivot and France’s push for tariffs on Chinese EVs.
The Week That’s Done: November 6
November 6, 2022Beijing completes its space station and we benchmark the US-China space race – while the Fed keeps hiking, Maersk adds to recession fears, the Black Sea grain deal falters, and Canada orders Chinese lithium companies to divest. Plus: an OPEC for battery minerals?
The Week That’s Done: August 7
August 7, 2022Across wheat, gas, steel, the shortage crisis has calmed - but (largely) because of dropping demand, not rising supply. With manufacturing slumping, future food production threatened, buffer eroded, what happens next? Plus: Storm clouds gather in the UK and China throws a temper tantrum.
The Week That’s Done: June 12
June 12, 2022Gas prices hit all-time highs as inflation gallops ahead; Washington relaxes solar tariffs while playing softball with Russia's plunder; plus China stocks make (minor) gains, BYD makes bigger gains, and TSX launches a battery metals index
Factors Briefing: Week of May 16
May 21, 2022In a new era of shortage, adjustments are being made: Food nationalism rears its head in India, while in critical minerals automakers look to platinum over palladium; meanwhile, the US fails to incentivize greater oil and gas production while China scoops up Russia's at bargain basement prices
