Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
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ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
212 Views
Silk Roads Part I: Background
Most investors probably agree that it would be foolhardy to ignore China's strategic policy-driven investment, behind which sits a wealth of...
235 Views
Chinese Policy Banks Not the Real Threat
The latest threat assessment from China watchers has, at least partially, focussed upon the Policy Banks. China Development Bank, China Ex-Im Bank...
180 Views
Trump, OPEC and Uncertain Games
Most investors are in a state of complete confusion at the moment following the surprise election of President-elect Trump. Even many that thought...
138 Views