Happy Friday!

Happy Friday!

Qatari Catalyst: Uncertainty Rattles World’s Biggest LNG Shipper; Summer Demand Heating Up

The Takeaway: Last week, six Arab countries abruptly severed diplomatic ties with Qatar, allegedly over Qatar’s support for organizations regarded as terrorist, including the Muslim Brotherhood and Hamas. Several of these countries, including the UAE and Egypt, are prominent importers of Qatari LNG and natural gas. Globally, Qatar is the largest LNG supplier with nearly…

Summer of Protectionism?

The Takeaway The Trump administration appears to have moved away from its protectionist threats of broad-based tariffs in favor of pragmatic dealmaking when it comes to the major actors, China and Mexico, whom the President castigated on the campaign trail. That said, Trump will complete his first 200 days in office on August 7 and,…

Dangerous Regulatory Curves Ahead for Autos

“There’s just no denying what the change in that market has done to our recoveries. And it’s had a significant and material impact on our loss rates.” – Consumer Portfolio Services The Takeaway Used vehicle depreciation is only one challenge facing the auto industry. Others include regulatory inquiries into global positioning systems (GPS), kill switches,…

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