RGE’s Gary Clark on CNBC: Bearing Down on Gold

Over the last few months, the long march of gold prices upward took a turn as markets began to anticipate a rates normalization amid chatter over Fed QE tapering and a reduction in tail risk. RGE commodities strategist Gary Clark appeared on CNBC to explain what to make of massive gold outflows from ETFs, presenting […]

The Rich Got $17 Trillion Richer

Despite the many negative headlines, 2012 was a good year for markets. Listed below is a rough snapshot of total returns in USD – most asset classes returned double-digits. 2012 was a year to look through pessimism – how did your PA do? I would estimate that Global Financial Wealth rose by $17,500,000,000,000 to $162 trillion (I ignore […]

Response to Randy Wray’s Biggest Commodity Bubble of All Time

L. Randall:  You present a compelling argument for a commodity bubble. Yes, the financialization of commodities has truly played a role in rising global commodity prices via the many new ETPs (exchange traded products) backed by either  commodity futures or physicals, as well as indices and other forms of  investible instruments. Yet I wish to […]

RGE’s Rachel Ziemba on Bloomberg: ‘Libya’s Frozen Assets to Take Time to Access’

Aug. 23 (Bloomberg) — Rachel Ziemba, a London-based senior economist at Roubini Global Economics, talks about the conflict in Libya and the impact on oil production. She speaks with Maryam Nemazee on Bloomberg Television’s “The Pulse.” (Source: Bloomberg)  For Rachel’s latest analysis on Libya, please read Libya: Checkmate for Qadhafi? available to RGE clients.

Japan’s Surging LNG Demand

Introduction Uncertainty over the future of nuclear power in Japan and the spectre of power-supply shortages continue to weigh on business sentiment and pose downside risk to Japan’s economic rebound. More than five months have passed since the March 11 earthquake and tsunami and only 15 of Japan’s 54 nuclear reactors are in operation (see […]

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