Global Strategy
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…
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…
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…
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…
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…
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…
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 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,…
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…
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…