1 - Saudi The foreign policy crisis around Saudi Arabia's alleged assassination in Turkey of a dissident US-resident journalist is dominating headlines. As is often true, it's not clear where Trump stands on the issue. And given the escalation in rhetoric coming out of Riyadh at the weekend, a lot of people think this is important. I don't. Ultimately, Congress is going to be forced to respond irrespective of what Trump does. And this leaves open the possibility that we see a punishment for Saudi, followed by an escalation on the oil front.