The attention continues to shift from DOGE to the tariff threat and deteriorating US economic data.
It is worth listing a few of the negative data points aga... Read More»
Debt Brake, What Debt Brake
These are historic times in global politics and economics.
Take Europe, for example.
The US decision to hold talks directly w... Read More»
With the US stock market’s dramatic decline in recent days triggered by the 2 April tariff announcement, the base case remains that the Federal Reserve will fud... Read More»
The Federal Reserve has remained on pause at last week’s FOMC meeting as regards interest rates which is only to be expected.
That said, the base case is tha... Read More»
As financial markets bet about the policies of the Trump administration, be it DOGE spending cuts or threatened tariffs, it is worth highlighting again the dram... Read More»
The most interesting, and to most people doubtless the most surprising, part of Donald Trump’s inauguration speech back in January was his statement that he wil... Read More»
This writer was recently in Brazil for the first time in a year. There has been an incredible change of sentiment since then.
At the start of 2024 there was ... Read More»
It can legitimately be described as the stampede from wokeism.
Since Donald Trump’s decisive electoral victory in November, this writer has noticed a change ... Read More»
US inflation data has become important again given Jerome Powell’s hawkish pivot at the December meeting and the more pro-cyclical sentiment following the elect... Read More»
Chris is internationally renowned for his weekly institutional research newsletter GREED & fear. He has correctly identified all major global financial bubbles over the last 3 decades (US sub-prime crisis, Nasdaq technology bubble, Asian financial crisis, and the Japanese financial meltdown). He’s also the author of three highly acclaimed books: Boom and Bust, The Bubble Economy, and The End of Japan Inc. Since May 2019, Chris has been Global Head of Equity Strategy at Jefferies.
