On December 29, 2022, Kazakhstani state-owned oil and gas company KazMunaiGaz announced plans to export oil to Germany starting in January 2023. Arrangements were made to export a total of 1.2 million tons of oil through the Druzhba pipeline via Russia and Ukraine (Informburo.kz, December 29, 2022). Arriving shortly after the European Union’s announcement of a partial embargo and price cap on Russian oil, this news prompted discussions about whether Kazakhstan can play a larger role in the European energy market. Previously, Kazakhstani President…
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Stalling China Growth Will Keep Global Disinflationary Trend Intact
Stalling China Growth Will Keep Global Disinflationary Trend Intact
Authored by Simon White, Bloomberg macro strategist,
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Swiss Watch Exports To US Drop For First Time In Two Years As ‘Rich’ Consumer Falters
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Adding more evidence to our previous note, "There Goes The US Consumer," is new data that shows monthly Swiss watch exports to the US declined in April f...
Possible Outcomes Of The War In Ukraine
Possible Outcomes Of The War In Ukraine
Via 'Jim's blog',
Both sides have been fighting in Ukraine using World War I tactics, and developments in the war have so far recapitulated World War I.
Towards the end of World War I, the Germans,...
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Stalling China Growth Will Keep Global Disinflationary Trend Intact
Stalling China Growth Will Keep Global Disinflationary Trend Intact
Authored by Simon White, Bloomberg macro strategist,
China’s halting recovery will keep the slowing inflation trend gathering pace around the world intact for now, allowi...
Swiss Watch Exports To US Drop For First Time In Two Years As ‘Rich’ Consumer Falters
Swiss Watch Exports To US Drop For First Time In Two Years As 'Rich' Consumer Falters
Adding more evidence to our previous note, "There Goes The US Consumer," is new data that shows monthly Swiss watch exports to the US declined in April f...
Possible Outcomes Of The War In Ukraine
Possible Outcomes Of The War In Ukraine
Via 'Jim's blog',
Both sides have been fighting in Ukraine using World War I tactics, and developments in the war have so far recapitulated World War I.
Towards the end of World War I, the Germans,...
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