Founder, Market Thinker

Mark Tinker

Mark Tinker has over 35 years experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience.

Founder

Market Thinker

Making Sense of the Narrative

Macroeconomics

<ul><li>Globalisation is unravelling rapidly The timing of the US tariff announcement was clearly political and aimed at voters and producers rather than consumers.</li><li>However, it marks an important shift in unravelling the world of Globalisation, as well as threatening EU unity and exposing the inherent contradictions in believing net zero is a job creating policy.</li><li>The timing of the announcement last week that the US would impose tariffs of 100% on Chinese exports of EVs, as well as varying % tariffs on steel, batteries, solar cells, and critical minerals was obviously political, as many of the key swing states in the upcoming US Election are facing intense competition from China and politicians need to promise jobs in order to get elected.</li></ul>

Globalisation is unravelling rapidly The timing of the US tariff announcement was clearly political and aimed at voters and producers rather than consumers.However, it marks an important shift in unravelling the world of Globalisation, as well as threatening EU unity and exposing the inherent contradictions in believing net zero is a job creating policy.The timing of the announcement last week that the US would impose tariffs of 100% on Chinese exports of EVs, as well as varying % tariffs on steel, batteries, solar cells, and critical minerals was obviously political, as many of the key swing states in the upcoming US Election are facing intense competition from China and politicians need to promise jobs in order to get elected.

Car Crash | May 28, 2024