China and Iran Deepen Ties

China and Iran Deepen Ties A recent report in the Petroleum Economist provided some confidential details about the comprehensive strategic partnership agreement that Iran and China signed in 2016.  The Iranian and Chinese foreign ministers met at the end of August to hammer out some of the accord’s details. According Read more…

A Tale of Two Chinas

For the past year, concern about the intensifying trade war between China and the United States has gone hand-in-hand with concern about the health of the Chinese economy.  China’s dramatic rise as an economic power over the past two decades, and the deep interdependence of the global economy, means that Read more…

Market Summary

Market summary. The U.S. stock market continues its rally, with greater prospects for a friendly Federal Reserve, and relief over the settlement of possible trade troubles with Mexico – at least for now. The amelioration of these overhangs and pessimism causes us to continue to be bullish on U.S. stocks, Read more…