Aldo Rado
@aldorad0.bsky.social
| Father, Investor, Explorer, Amateur Economist, Londoner & Pop Culture Fiend https://aldorad0.substack.com/
Good morning BlueSky from a beautiful morning here in Hyde Park!
August 30, 2024 at 7:16 AM
Good morning BlueSky from a beautiful morning here in Hyde Park!
The times of low and stable inflation are no more. Volatile geopolitics + climate change -> volatile shipping rates -> inflation volatility.
The times of low inflation and low interest rates are in my view over.
The times of low inflation and low interest rates are in my view over.
August 26, 2024 at 7:41 PM
The times of low and stable inflation are no more. Volatile geopolitics + climate change -> volatile shipping rates -> inflation volatility.
The times of low inflation and low interest rates are in my view over.
The times of low inflation and low interest rates are in my view over.
Lovely bank holiday morning from Kensington Gardens!
August 26, 2024 at 8:16 AM
Lovely bank holiday morning from Kensington Gardens!
Really curious as to where oil prices go over next twelve months, so many conflicting trends:
UP - Middle East escalation, OPEC cuts, long term CAPEX underinvestment, low inventories.
DOWN - global demand, China, EV demand, continued non-OPEC production.
UP - Middle East escalation, OPEC cuts, long term CAPEX underinvestment, low inventories.
DOWN - global demand, China, EV demand, continued non-OPEC production.
August 25, 2024 at 3:55 PM
Really curious as to where oil prices go over next twelve months, so many conflicting trends:
UP - Middle East escalation, OPEC cuts, long term CAPEX underinvestment, low inventories.
DOWN - global demand, China, EV demand, continued non-OPEC production.
UP - Middle East escalation, OPEC cuts, long term CAPEX underinvestment, low inventories.
DOWN - global demand, China, EV demand, continued non-OPEC production.