Private Credit’s Incredible Vanishing Cashflow

The flow into private credit continues to be viewed by this writer as one of several factors helping explain the remarkable resilience of the US economic cycle ... Read More»

Has China’s Property Market Bottomed?

Has China’s property market bottomed? There has been a noticeable pick up in residential property transactions in the past two months following the easing me... Read More»

Economic Boom? What Does the Data Say?

The consensus of markets prior to the US presidential election was that a Federal Reserve easing cycle has begun and that, in the much-anticipated soft landing,... Read More»

Will Trump End the Ukraine Conflict?

It has all been about the US presidential election of late with the initial market reaction to Donald Trump’s victory what this writer would have expected; name... Read More»

Why India Will Be The Best Emerging Market Over the Next 10 Years

With everybody focused on the US presidential election, this is a good time to look again at India which this writer continues to view as the best long-term opp... Read More»

Evaluating World Geopolitics and a Trump Victory

On the US presidential election, the ElectionBettingOdds.com website now shows 61.4% odds of a Trump presidency compared with 38.1% for Kamala Harris, based on ... Read More»

Is Labor Hoarding Masking Job Market Weakness?

US employment data remains key to stress-test the extent of Fed easing expectations currently priced into markets. This is all the more the case as it has be... Read More»

The Underestimated Risk of Deflation in America

If Federal Reserve Chairman Jerome Powell signaled the commencement of monetary easing in his 23 August speech at Jackson Hole, more interesting to this writer ... Read More»

Handicapping The Chances of a Strategic Bitcoin Reserve

Donald Trump made a speech at the annual Bitcoin conference held in Nashville in late July becoming the first presidential candidate, or indeed former president... Read More»

Investing