from Morning Bid with David Gaffen:

The Oil Conundrum

December 1, 2014

There's a real question right now about whether the sharp decline in oil prices will continue to have a 'rising tide' effect on the rest of the economy, thanks to the help it gives to consumer spending, or whether that marginal benefit is offset by a drop in oil production and mining jobs.

from Global Markets Forum Dashboard:

OPEC’s edginess pushes U.S. shale revolution ahead of U.S. shopping holiday

November 28, 2014

The shale oil boom in the U.S. may top media headlines over the holiday shopping blitz this day after Thanksgiving in the U.S.

from Breakingviews:

Baker Hughes wins tactical $35 bln battle

November 17, 2014

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Breakingviews:

Halliburton can stump up $30 bln for Baker Hughes

November 14, 2014

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Markets Forum Dashboard:

Marginal oil producers, gold investors heed caution ahead of OPEC meeting

November 13, 2014

Oil markets made history this week as Brent crude prices dipped below $78 to a four-year low. This comes ahead of a meeting by members of the Organization of the Petroleum Exporting Countries on Nov. 27th.  Up for debate is whether or not Saudi Arabia, OPEC’s largest producer, will decide to cut production.

from Breakingviews:

Buffett’s $4.7 bln Duracell deal a double positive

November 13, 2014

By Robert Cyran and Kevin Allison

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from Global Markets Forum Dashboard:

Sinking mortgage rates disguise investor fear – economist

October 27, 2014

A dip in 30-year mortgage rates to their lowest level in more than a year and stronger U.S. housing data on Friday appeared to be the green shoots of the next phase of U.S. economic recovery, that being the housing market.

from Breakingviews:

Glencore Rio takeover would be harder than Xstrata

October 7, 2014

By Kevin Allison

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Global Markets Forum Dashboard:

Ebola’s “worst case” economic impact may total more than $40 billion – World Bank’s Evans

October 6, 2014

As world leaders gather this week for the annual International Monetary Fund and World Bank  autumn meetings, Ebola will be top on the list of priorities. Apart from the human toll, the economic impact will be felt for at least a couple of years, said David Evans, senior economist of the World Bank’s Africa Division.

from The Great Debate:

Why work with India’s new leader? It’s the economy, stupid

September 29, 2014

India's Prime Minister Modi gestures while speaking at Madison Square Garden in New York

Great powers sneak up on you.  While Washington has been preoccupied with a burning Middle East, Russia behaving badly and, to a lesser extent, the rise of China, U.S. relations with India have slipped down the diplomatic priority list. In coming decades, however, enormous, unwieldy India will likely be the United States’ most important continental partner in Asia.