The Scowcroft Group 900 17th Street, NW • Suite 500 Washington DC 20006 Phone www.scowcroft.com From: Kevin Neater Date: November 14, 2015 Terrorism - Metrojet and Paris Mark Externalization of ISIS Threat It has been a consensus view in the US and Europe that the dangers posed b...
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… neutral. Global crude oil supply should expand firmly and surpass incremental demand in 4Q12. We think this will bring Brent crude oil prices temporarily towards USD 95/bbl while WTI should slide towards USD 78/bbl in 4Q12. However, a weaker USD due to QE3, ongoing social turmoi...
The Scowcroft Group 900 17th Street, NW * Suite 500 Washington, DC 20006 — www.scowcroft.com From: Kevin Nealer Date: November 14, 2015 Terrorism - Metrojet and Paris Mark Externalization of ISIS Threat It has been a consensus view in the US and Europe that the dangers pose...
Deutsche Asset & Wealth Management Eric D.K. Melby Principal, The Scowcroft Group A founding Principal of The Scowcroft Group, Eric D. K. Melby has extensive experience in telecommunications, energy and investment support. He also advises clients on market entry and geopolitica...
…ther impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. * Commodities –– Stay long Brent and short gasoline. * US stocks continue to gain, with the benchmark S&P500 breaching its all time high level today in a gentle fashion. Bonds are gene...
…ther impact on EUR, but a ECB rate cut would push it a few cents lower versus the dollar. * Commodities –– Stay long Brent and short gasoline. * US stocks continue to gain, with the benchmark S&P500 breaching its all time high level today in a gentle fashion. Bonds are gene...
…ne by the summertime. Commodities Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week’s J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl. Since t...
… by the summertime. Commodities e Commodities rallied this week, up almost 2%, led by energy. We went tactically long Brent in last week’s J.P. Morgan View as we believed that the correction in oil markets had brought prices too far below our price forecast of $112/bbl. Since t...
…o sustain current volumes in our view. This could be further compounded if our Oil Strategists’ forecasts are right and Brent averages ~$60/bb following an OPEC cut. But how much is in the price? The pushback to our view is that the forecasted deterioration in growth hasn’t reall...
Notes from Aspen Strategy Group US Policy on Arab Revolutions TJP summary: Plenty of different opinions on what was done right and wrong. No consensus. Indyk: syria will spill into Bahrain and KSA (Saudi). We should have moved earlier. KSA is a BFD. Feaver (ex Bush): BO'...
From: Pritzker, Tom Sent: 8/8/2016 9:28:25 PM To: jeffrey E. [[email protected]] Subject: RE: Re: Importance: High You have to be a bit of a wonk to know some of the names, but Nye, Scowcroft and Nick Burns run it (Scowcroft being replaced by Condi). Members include Patraeus,...
From: jeffrey E. [[email protected]] Sent: 8/8/2016 9:30:03 PM To: Pritzker, Tom Subject: Re: Re: im in santa fe for the next two weeks come visit On Mon, Aug 8, 2016 at 5:28 PM, Pritzker, Tom < 1> wrote: You have to be a bit of a wonk to know some of the names, but Nye, Scow...
…gn or national security policy. There may be some who believe that objectives and strategy are just so 20th century; so Brent Scowcroft-like and so pre-Twitter. There may be some who actually handle affairs of state in ways they would not dream of applying to their personal finan...
…ng of February 11, Bush was flanked by Secretary of State Baker, Defense Secretary Cheney and national security adviser Brent Scowcroft. Also there was Colin Powell, a general whom I had got to know well, and to like, over the past few years and who was now head of the joint chie...
… featured very heated debates with Chinese officials, especially after it was announced that National Security Adviser Brent Scowcroft and Deputy Secretary of State Lawrence Eagleburger were also in Beijing for talks with Chinese leaders and that the two had made an earlier secr...