Category: Economy

The three major themes of Oil, the Euro and Conflict continue to dominate the outlook for the world’s economy.The oil price seems to be stabilising, subject to occasional shocks that result in blips. I suspect it has a little further to fall from current levels of $60-$50.The Euro disturbances – especially in Greece – continue…

There are an awful lot of moving parts influencing the world’s major economies at the moment. Major disruptive influences are the recent sharp decline in oil prices, driven partly by the collapse of a speculative “bubble” but more fundamentally by the increase in production (the US is now a larger producer than Saudi by some…

This commentary seeks to provide guidance over a 3 -5 year timescale. Europe Overall, Europe is in poor economic health. The European central bank is now providing QE and still lower interest rates in an effort to stave off deflation. The chances are slim….it seems very likely that growth in Europe will be very limited…

Today’s news includes a note about Cameron’s visit to China and the possibility that China might contribute to HS2. They’ve built rather a lot of high speed rail links over the last few years. Good infrastructure is one of the key requirements to attract investment and build an economy. I remember watching the building of…