Bolton in the Way: Trump's Path to Singapore Is Strewn with Toxic Advisers
The Trump-Kim summit remains likely to survive the depredations of John Bolton and other uber-hawks, with their expansive descriptions of the...
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Beware Deep Junk and Liar Loans, as Netflix Reinvents Media Sector…
A broad USD rally is finally underway, and the risk of an offshore dollar shortage remains acute for EM - the asset allocation implications have...
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Kim Jong-Un Wants to Be the DPRK's Deng Xiaoping
While fellow Insight Provider Douglas Kim believes Kim Jong-un is motivated by a desire to emulate Xi Jinping (recently anointed as "president for...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Moon Jae-In's Gamble Pays off Handsomely: A Major Breakthrough in RoK-DPRK-US Ties Is Nigh
The RoK-DPRK and DPRK-US summits over the next two months represent a spectacular opportunity for Korean reunification -- and the restoration of...
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