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Oil prices will rise tactically due to supply risks. Recent developments indicate escalation of the conflict with Iran in the Middle East and confirm our expectation of energy supply disruptions and oil price spikes in the short run…
Highlights There is a tentative decline in geopolitical risk: An orderly Brexit or no Brexit is the likely final outcome and the U.S.-China talks are coming together. The outstanding geopolitical risks still warrant caution on global…
Special Report Dear Client, I am visiting clients in Saudi Arabia, Abu Dhabi, and India this week, and as such there will be no regular Weekly Report. Instead, we are sending you a Special Report written by my colleague Marko Papic, Senior Vice…