Global Strategy
Gold is Your Hedge Against Central Bankers Gone Wild
As G7 central banks are at a point where they can't normalize monetary policy and continue their balance sheet expansion,…
With Phase One of the Trade Deal Done, Will North Korea Be the Next to Get U.S. Attention?
With the phase one trade deal with China done and North Korea's Kim Jong-un threatening nuclear tests, will Trump turn…
How India’s Economy Is Faring Post Modi’s Economic Detox
Five years after Narendra Modi started his economic detoxification of the Indian economy to stamp out corruption, what have the…
Markets Have Shrugged Off Impeachment While QE Stokes “Risk On”
The markets have ignored the impeachment proceedings and now with balance sheet expansion and a trade deal on the horizon,…
Oil 2020 Outlook: Middle East Peace, Peak Shale & Cheap Equities
Our 2020 outlook for the oil market: The apetite for conflict in the middle east is deminished, shale oil growth…
Germany’s Swing to the Left Could Result in Greater Fiscal Union
Germany is experiencing a shift to the left, which could cause further banking union and potentially fiscal union.
As the Dec. 15 Tariff Deadline Approaches, Will Trump Call a Deal?
What are the chances of Trump announcing a trade deal before the Dec. 15 tariff hike deadline and what effect…
WeWork the Weakest Link in SoftBank’s VC Mirage
There has been no reference in the columns for a while now of the debacle of the recently aborted WeWork…
Can Emerging Markets Escape the “Middle Income Trap”?
A point made in the inauguration speech on Oct. 20 of re-elected Indonesian President Jokowi caught the eye recently. The…
Concentration Risk of Chinese Equities and the Impact on Emerging Markets
Christopher Wood writes about the concentration risk of Chinese equities in Emerging Markets indexes.