Global Strategy
Will The Donald Score a Double Win on China and North Korea?
The benefit of the doubt is still given to the continuation of the risk on trade that commenced on Boxing…
Now is the Time to Buy UK Stocks With Cheap Pound Due to Brexit
The cock-up that former British Prime Minister David Cameron created has become ever clearer. This is a reference, of course,…
China Preys on Taiwan’s Chaotic Political Climate to Unify
With all the focus on the US-China trade negotiations, it is easy to forget about Taiwan and the long-running cross-Strait…
Guideposts for Powell’s Direction on Quanto Tightening
Fund managers entered 2019 shaken and stirred. So more of a relief rally would not surprise, most particularly given the…
The End of U.S. Monetary Tightening a Tailwind for Emerging Markets and Gold
The past year was a disastrous year for investors in the sense that U.S. dollar cash outperformed all stock markets…
2019 Market Outlook: The Tightrope of U.S. Earnings
Wall Street remains in corrective mode despite hopes of the normal rally into year-end, with the S&P500 now down 11.6%…
A Truce on Trade Between China and the U.S.
Investors have been intently focused on the outcome of the G20 Summit in Buenos Aires on Dec. 1 — specifically the…
Will Private Equity Blow Up in an Economic Downturn?
If there is an area of American finance likely to blow up in any coming downturn, where the dynamic is…
British Brexiteers and Italian Populists Making a Hot Mess of EU Politics
Time spent in London earlier this week allowed this writer to monitor closer at hand what is undoubtedly the biggest…
Pakistan: Well Positioned to Benefit from the US-China Trade War
Investor attention on emerging markets normally focuses for good reason on economic success stories like China and India. But this…