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COVID-19: Prepare for the Transition from Pandemic to Endemic
by Saurabh Lele of Loomis, Sayles & Co., 12/21/21

COVID-19 variants may come and go, but Senior Commodities Analyst Saurabh Lele thinks investors should plan for a longer-term scenario: a prolonged transition from pandemic to endemic conditions.

Wuhan Coronavirus: Key Variables to Watch
by Saurabh Lele of Loomis, Sayles & Co., 1/31/20

There is no shortage of alarming and depressing news when reading about the Wuhan coronavirus. The World Health Organization has declared a global health emergency. There are still many unknowns, but there are some indications that the outbreak may not be as severe as our worst fears. Here’s what I’ll be watching as the outbreak unfolds.

What’s Next After the US Airstrike in Baghdad?
by Saurabh Lele of Loomis, Sayles & Co., 1/4/20

Brace yourselves. In an unexpected move on January 3, the United States carried out a drone strike that killed a key military figure in Iran, General Qassem Soleimani. Soleimani was the head of the Iranian Revolutionary Guard Corps' Quds Force, the architect of Iranian military influence across the Middle East and the second most powerful figure in Iran after the Grand Ayatollah Khamenei.

A Trump White House: Potential Impact on Commodities
by Saurabh Lele of Loomis, Sayles & Co., 11/23/16

Many of the policies President-elect Trump discussed on the campaign trail align with current and past GOP tendencies but others seem diametrically opposed to GOP DNA.

Oil Outlook for the Remainder of 2016
by Saurabh Lele of Loomis, Sayles & Co., 9/14/16
I believe oil prices will likely remain under pressure through the end of the year. There has been exceptional growth in demand for oil over the last 12 months, but inventories have refused to budge as supply remained elevated.

Mid-Year Commodities Update: Is It Time To Buy?
by Saurabh Lele of Loomis, Sayles & Co., 7/22/15
Commodities have been falling, mainly due to concerns over the Chinese stock market crash, economic turmoil in Greece and the recent Iran nuclear deal. So could this be a good time to buy commodities? Not all of them. Here’s my updated forecast.

Oil Prices: 4 Factors to Watch as Iran Increases Energy Exports
by Saurabh Lele of Loomis, Sayles & Co., 6/1/15
Iran eagerly awaits the opportunity to escalate its oil exports. A final agreement on the country's nuclear capabilities is expected this summer: sanctions will start to be peeled back and Iran will be able to increase production. Within 12 -18 months, they will likely be producing an additional one million barrels per day. It’s also likely that Saudi Arabia, now producing well above its quota, will be called on by OPEC members to reduce its production in order to accommodate Iran's higher output.
7 results found.