Global Strategy
Labour Reform Helping France’s Economy to Finally Bounce Back
An interesting article appeared in the London-based Financial Times last month (“French central bank chief says ECB should not be…
China’s Economy Still Strong Despite Trade and Tech War
There has remained continuing newsflow on the US-China trade war. What about the condition of the Chinese economy? The view…
Eurozone Fiscal Integration – The Escape Valve for European Banks
There have been interesting developments of late in the Eurozone. These have raised expectations of even more dovish monetary policy…
Deconstructing the Donald’s Political Decisions
The Donald is clearly having the time of his life. I have to admit I find it quite remarkable how…
The Declining U.S. Dollar Is Good News for Asia
There has been a lack of currency volatility for most of 2019. But of late that has begun to change.…
Can Share Buybacks and Fed Easing Hold Up the Market?
The ludicrous algos have continued to send share prices higher as central bankers have continued to compete to sound more…
Big Tech in the Antitrust Crosshairs While Bitcoin Amps Up
The issue of regulating the Silicon Valley titans has been back in the news recently. One trigger was a Wall…
Hong Kong Protests Come at a Difficult Time for China
Amid the continuing U.S.-China trade row, and the potentially even far more negative longer-term consequences of the targeting of Huawei…
Could a U-Turn on U.S.-China Negotiations Prevent a New Cold War?
The tweet may be a highly effective means for Donald Trump to manage the news cycle. But the methodology does…
Little Hope Left as Trade War Escalates Into a Tech War
I am currently looking wrong on the U.S.-China trade dispute. The view here had been to expect a deal on…