1. China, China and China
"...the Chinese import collapse is the most important story in global finance and geopolitics"
Ten Reasons Oil Is Still Below $100 a Barrel
www.bloomberg.com/opinion/arti...
www.bloomberg.com
Regular readers will know that I’ve been more sanguine than many about the likely impact of what is undoubtedly a massive oil shock being delivered by the war in Iran. But the market has still managed...