Insights

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OPEC+ failure raises oil market uncertainty Investment Insights

OPEC+ failure raises oil market uncertainty

Uncertainty in the oil market has increased after this month’s OPEC+ meeting failed to reach agreement on future oil supply. In this Macro Flash Note, GianLuigi Mandruzzato looks at the reasons for the disagreement and possible future developments. Although no scenario can be ruled out, it is reasonable to assume that the agreement is only postponed and that OPEC+ will do everything in its power to contain oil price volatility.

GianLuigi Mandruzzato

5 min read
Castillo’s victory increases uncertainty in Peru and could delay recovery Investment Insights

Castillo’s victory increases uncertainty in Peru and could delay recovery

After more than two weeks of vote counting, Pedro Castillo will be announced as the next President of Peru. Castillo, a left-wing candidate and former primary school teacher who entered politics in 2017, beat Keiko Fujimori by a margin of less than 45,000 votes, approximately 0.2% of the total. He is supported by the rural areas of the country and benefited from public discontent with growing income inequalities. In this Macro Flash Note, Joaquin Thul looks at the potential implications of the election result.

Joaquin Thul

6 min read

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