Have Tariffs Taken Rate Cuts Off the Table for 2025?

The relatively hawkish message sent by Jerome Powell at the last two Federal Reserve meetings suggests that further interest rate cuts are no longer guaranteed ... Read More»

Is China Weaponizing US Dollar Bonds?

Wall Street has bought to remain focused on the bullish side of Donald Trump’s agenda, namely tax cuts and deregulation, while downplaying the tariff threat whe... Read More»

Bubble or Bull Market – Trump Will Decide

On the eve of Donald Trump’s inauguration, there has obviously been a lot of tariff-related noise from the President-elect. Still this writer’s base case rem... Read More»

Will February 23rd Mark the Day Europe Becomes Investable?

All the evidence is that Donald Trump is much more prepared for his second term in the White House than was the case following his 2016 victory, which, by all a... Read More»

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 Kamala Harris, based on ... Read More»

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.... Read More»

The UK’s Constitutional “Reforms” Are Further Adding to the Brexit Deadlock

It remains truly incredible the mess former British Prime Minister David Cameron created with his ill-fated decision to call a referendum on Britain’s membe... Read More»

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 driven by markets”, July 1... Read More»

Luxembourg Urges Europe to Relax Cannabis Laws

Luxembourg has called on neighbouring countries to relax their cannabis laws after confirming plans to become the first European nation to legalize recreational... Read More»