Simon Hunt

Simon Hunt Strategic Advisors on the global economy, including Geopolitics, China and the Copper Industry

Financial Markets: Rally Before the Recession?The impact on the economies of America and other G7 countries of these dis...
18/09/2026

Financial Markets: Rally Before the Recession?
The impact on the economies of America and other G7 countries of these distillate prices will be dire: recession next year followed by double digit inflation and bond yields in 2028 and beyond.
Read more at: www.simon-hunt.com

The coming weeks may be critical. Diplomacy, restraint, and clear communication could determine whether tensions move to...
15/09/2026

The coming weeks may be critical. Diplomacy, restraint, and clear communication could determine whether tensions move toward de-escalation or a broader conflict.

Counting damaged wells alone can seriously underestimate how long it takes to restore supply.In complex oil systems, sha...
13/09/2026

Counting damaged wells alone can seriously underestimate how long it takes to restore supply.
In complex oil systems, shared infrastructure—not well counts—can determine the recovery timeline.

Structural-Damage CaseEven after five years, the model remains 6.0 mb/d short.The message is clear: restarting productio...
11/09/2026

Structural-Damage Case
Even after five years, the model remains 6.0 mb/d short.
The message is clear: restarting production is not the same as restoring supply.

The bigger question is what the Federal Reserve does next.Could the next phase be another massive liquidity cycle?📊 The ...
09/09/2026

The bigger question is what the Federal Reserve does next.
Could the next phase be another massive liquidity cycle?
📊 The market may be entering a period where timing matters more than simply “buy and hold.”

Rising inflation and falling economic activity both in America and most other countries. We meet with stagflation again ...
07/09/2026

Rising inflation and falling economic activity both in America and most other countries. We meet with stagflation again after almost 50 years of respite.

SUBSCRIBE TO READ MORE AT:
www.simon-hunt.com

;

The question now is: How quickly can a fuel shortage turn into a broader economic problem?The next 30 days could be crit...
04/09/2026

The question now is: How quickly can a fuel shortage turn into a broader economic problem?

The next 30 days could be critical.

Diesel isn't just another commodity. It is the fuel behind a huge part of the real economy.The key question: Are we look...
02/09/2026

Diesel isn't just another commodity. It is the fuel behind a huge part of the real economy.
The key question: Are we looking at a temporary squeeze , or the beginning of something much bigger?

Is the global copper market really as well supplied as the headline surplus suggests?Subscribe for the full copper marke...
29/08/2026

Is the global copper market really as well supplied as the headline surplus suggests?

Subscribe for the full copper market analysis & our latest price scenarios.
simonhuntstrategicservices.substack.com

The big story?Copper isn't just about supply and demand — liquidity, equities, the dollar and monetary policy matter too...
27/08/2026

The big story?
Copper isn't just about supply and demand — liquidity, equities, the dollar and monetary policy matter too.
⚠️ These are market estimates, not predictions or financial advice.

&P500

Address

Grosvenor House, Marina
Dubai
0000

Alerts

Be the first to know and let us send you an email when Simon Hunt posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Simon Hunt:

Shortcuts

Share