August: a month prone to shocks
There has been a severe downward correction in global expectations in August.
oil prices
What will lower oil prices mean for US economy?
LONDON | UBS | Lower oil prices are evaluated as essentially “a wash” for the US economy.
Oil demand in 2015 to grow at fastest pace in 5 years
Global oil demand in 2015 is set to grow at the fastest pace in 5 years, underpinned by the economic recovery and low oil prices.
US GDP GROWTH ACCELERATES IN Q2
The US economy is gaining momentum in the second quarter with an estimated 2.3% growth, supported by consumption and construction investment.
Shell begins M&A race with move for BG
MADRID | April 8, 2015 | By Sean Duffy | The takeover of BG by Royal Dutch Shell for £47 billion (€64.8 billion) could be the opening salvo in a race to hoover up energy firms, as oil giants look to take advantage of a liquidity glut by honing in on companies destabilised by the volatility on oil markets.
Consumer confidence points to brighter times in EMU
The Corner | March 30, 2015 | Consumer confidence in the EMU is set to hit its highest level in eight years, with economic sentiment improving across the currency block. In Spain, inflation figures are expected to remain in negative territory, but with the caveat that lower prices are having positive knock-on effects elsewhere in the economy.
Emerging markets = Investors’ Achilles heel
The Corner | March 11, 2015 | The market still points to emerging markets as one of the most vulnerable areas in the global economy. The absence of a rebound in the price of commodities (despite oil’s recent revaluation) is hampering these countries’ economic recovery.
Are falling oil prices an opportunity for Asia?
How will the recent plunge in oil prices affect Asian countries?
The curse of cheap oil
WASHINGTON | By Pablo Pardo | Why do they call Economics the Dismal Science? In theory, because it is about using limited resources to satisfy unlimited needs. In practice because, no matter what, everything is always bad in Economics. Case in point: cheap oil.
Is Repsol being excessively penalised?
MADRID | By Ana López-Varela | Some analysts believe the Spanish oil company has been extremely punished by the markets. Repsol’s announcement of its pulling out of Canary Islands exploration on Friday, along with the fall in oil prices and the purchase of Talisman Energy (for more than for $8.3 billion), has put the firm under the spotlight.