The Great Debate

from Anatole Kaletsky:

Time for a ‘melt-up’: The coming global boom

By Anatole Kaletsky
November 14, 2014

European Central Bank Governor Mario Draghi speaks at a news conference during the World Bank/IMF annual meetings in Washington

Get ready for a “melt-up.”

Back in mid-October, as stock markets around the world plunged faster than at any time since 2011, many investors and economists feared a meltdown. But with the U.S. economy steadily expanding, monetary and fiscal policies becoming more stimulative in other parts of the world and the autumn season for financial crises now over, a melt-up seems far more likely.

from Breakingviews:

Russia puts gas-hungry China in a bear hug

May 21, 2014

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

Sustainable oil price is $70-90: ESAI

By Reuters Staff
May 4, 2010

(ESAI, Energy Security Analysis Inc, is a Massachusetts-based energy consultancy. The opinions expressed here are those of ESAI.)