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»

The Asset Class That Could Stoke the Flames of a Stock Market Selloff

It is a reality of financial markets that market declines are made worse by forced sellers. The CBOE Volatility Index (VIX) surged from 16.4 at the... Read More»

Is More Carry Trade Volatility In Store for Markets?

Financial markets found out about the potential for a yen carry trade unwind last month as reflected in the roller coaster market action in Tokyo. The Topix ... Read More»

The Growing Risk of The Treasury’s Addiction to Short Term Debt

There was an interesting study published recently that US Treasury Secretary Janet Yellen felt obligated to respond to in public by rejecting the claim made tha... Read More»

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