Investing
Japan’s Labor Market Holds the Clues to Future Stock Performance
Federal Reserve chairman Jerome Powell reminded everybody, if it was needed, that he is no Paul Volcker with his comments…
The New Geopolitical Power Play: Who Owns the Nuclear Enrichment Capacity?
Ever had one of those "aha" moments when you realize something's not just good, it's gold? That's what's happening with…
With Bank Lending on the Decline, Why Aren’t We in a Recession Already?
The action in Big Tech stocks has continued to be amazingly resilient, helped by the AI story, positive cash flow…
Move Over China, Here Comes India
From a market standpoint, as opposed to a geopolitical one, there has so far been remarkably little fallout from recent…
With Rates Down Big, How Can a Hard Landing Still be on the Table?
The bond market has staged a big rally of late helped by growing confidence that the US monetary cycle is…
Move Over Core Inflation, Headline is All that Matters Now
Amidst the never ending focus on Federal Reserve policy there remains the remarkably undiscussed issue of exactly which measure of…
India Stocks – Buy the Dip
This writer arrived in Delhi of late to see the Indian capital lit up like a wedding cake in the…
America’s Trade Policy Hypocrisy
The so-called Global South is increasingly wary of what it views as the double standards of the developed world. This…
A Treasury Maturity Wall is Coming, Is Your Portfolio Ready?
Geopolitics is back driving the newsflow with events in the Middle East. Meanwhile, there is also the emerging force of…
Will Xi Allow the US Style Housing Bailout China Desperately Needs?
Higher for longer has undoubtedly been the consensus among investors in recent months. Money markets have repriced when rate cuts…