Will February 23rd Mark the Day Europe Becomes Investable?

All the evidence is that Donald Trump is much more prepared for his second term in the White House than was the case following his 2016 victory, which, by all a... Read More»

The Research & Quant 2025 Market Outlook

It may just turn out to be the case that the most important Federal Reserve meeting this year happened just before the end of the year. The relatively hawkis... Read More»

2025 Will Be the Year of Memory, Not GPUs

To state the obvious, the AI story has been the key driver of the US stock market since the thematic was crystalized by the announcement of the Microsoft invest... Read More»

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»

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