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  • Article / Yesterday at 16:00 GMT

    Is infrastructure spending an enabler or boondoggle?

    Managing Partner / Spotlight Group
    United Kingdom
    Is infrastructure spending an enabler or boondoggle?
    Infrastructure spending is needed across the developed world, and financial markets appear to have sat up and taken note as Donald Trump’s message grew louder. The way forward cannot be based on wasteful state spending, so private debt or equity financing should play a larger role.
    Read the article
  • 13h
    Kaj Kaj
    Ole, thankyou for your very helpful articles. At present i find it confusing that PM miner stocks e.g. GDX, seem to be lagging gold & silver...
    7h
    Sahin Sahin
    Hi Ole,

    an impressive -but expected - rise in XAUUSD, however, would it be too abnormal to expect a correction between %1.1 - %1.39 for the...
  • Squawk / Yesterday at 8:34 GMT
    Trader
    Belgium
    FGBL update: Swift move into the red box yday. Still some more upside possible: 166.30-40 as previous top and trendline resistance
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    1d
    bvlaerhoven bvlaerhoven
    shorted 165.98 Adding at 166.33
    1d
    Asterix Asterix
    When is the roll March into June? Please keep us posted..tx
  • Squawk / Thursday at 13:43 GMT
    Head of Commodity Strategy / Saxo Bank
    Denmark
    The EIA will release its weekly Petroleum Status Report at 16:00 GMT today. The market has been buoyed today by the API report from last night which showed a surprise oil inventory drop of 0.9M barrels. During the last hour it has received an additional boost from the weaker dollar following comments from new Treasury Sec. Mnuchin. In the unlikely event the EIA also shows a drop (surveys says +3M bbl) it would be the first drop since December. Other data to look out for in the report will be gasoline inventories - hit record last week - and the levels of both import and export of crude oil.
    Crude oil imports is expected to taper off over the coming weeks as the impact of the January reduction in shipments from the Middle East will begin to be felt. On the other hand the market will also pay some attention to export data in trying to gauge whether last weeks 1M b/d reading was a fluke or an accelerating trend of rising exports.
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    1d
    asena asena
    Hello Ole ! there is Solar eclipse on sunday, next week markets could be hops down. What do you think so ?
    1d
    John Roberti John Roberti
    Dear Ole, last week already, I asked the question but I did not get a reply! This week, we have 9,7million barrels deficit in export and...
    1d
    Ole Hansen Ole Hansen
    Hi John, the same question has been raised by others in the market but so far i have not been able to find an answer. Some of...
  • 2d
    FBT431 FBT431
    Thanks for report! Good approach to working with customers, mr. Georgio!