The Week That’s Done: October 23

Washington announces another SPR release – amid dropping US crude production, tightening Russia-China-Saudi Arabia oil nexus, and a new oil supply shock on the horizon. Plus, false flag in copper prices, Chinese infrastructure, a skittish yen, and food concerns.


The Week That’s Done: September 4

Water crisis in Jackson hammers home the national infrastructure plight. Plus: The yen continues to slide and global bonds enter bear market territory; Pakistan and Sri Lanka secure IMF loans while Russia wreaks energy market havoc (price cap be damned); new battery plants and chip export restrictions in the US suggest industrial policy at work – but is it working?