Research

Leave a comment Carbon Markets Deep Dive: global structure & outlook Leave a comment

Carbon Markets Deep Dive: global structure & outlook

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Climate change is considered by many to be the greatest challenge in modern history. As global temperatures increase, countries are faced with numerous natural disasters, including severe droughts, floods, cyclones, heatwaves, wildfires, and rising sea-levels.

Leave a comment US Midterm Elections: a bigger, longer impact than you know Leave a comment
Leave a comment Fed & Rates: Next Friday is the big day Leave a comment

Fed & Rates: Next Friday is the big day

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Let’s start with the big picture on interest rates. 90 central banks around the world have raised interest rates. This week, Indonesia, Norway, Philippines, Switzerland, Taiwan and the Bank of England all raised rates along

Leave a comment Inflation Reduction Act: provisions and subsidies Leave a comment

Inflation Reduction Act: provisions and subsidies

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Quick Intro The passage of the massive, and erroneously named, Inflation Reduction Act (IRA) is a milestone in the US fight against climate change. The stunning change in policy direction by Sen. (D, WV) Joe Manchin

Leave a comment Global Economic Activity & Monetary Policy Review: US, EU, UK, China and Japan Leave a comment
Leave a comment Interest Rates: what happens next Leave a comment

Interest Rates: what happens next

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On Wednesday, the US Federal Reserve raised its short-term interest rates by 75 basis points, to a range of 2.25% to 2.50% from a range of 1.5%-1.75%, their highest level since December 2018. If you’ve been following

Leave a comment Inflation: what I’d advise the next president Leave a comment

Inflation: what I’d advise the next president

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As we prepare for the USMidterms, I'm thinking more about #2024 & what I'd advise the next US president. The one key area I would tell her/him, get rid of as many current Federal Reserve

Leave a comment Plastics Industry & the Impact of Global Developments Leave a comment

Plastics Industry & the Impact of Global Developments

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A Myriad of Changes in a Disrupted World The plastics industry is one that is highly dependent on energy and water for its operation. Both climate change, and the related weather and drought impacts, as well

Leave a comment Economic & Market Positives vs. Negatives Leave a comment

Economic & Market Positives vs. Negatives

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Since it’s been a one-way street negative market narrative during the recent sell-off, I thought it may be helpful to put down a list of positives and negatives on the economy and markets. Despite what

Leave a comment No, the Fed alone will not kill the US economy Leave a comment

No, the Fed alone will not kill the US economy

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There is a lot of market discussion about an upcoming recession caused by the Federal Reserve tightening monetary policy as they attempt to combat the scourge of a dual supply chain and commodity-driven inflation spike.