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May 31, 2019

ref :- "Economists back Salvini in Italy budget dispute" , The Financial Times , International Section

We thought we'd point you towards this FT article, which might make some people question received wisdom. Whether it makes the markets do the same is another matter of...

May 28, 2019

 ref: - " "Black books" -- Public debt in Germany”, The Economist, Finance and Economics

Even in the dry and crusty world of finance and economics, things are constantly evolving -- and sometimes in surprising directions. Take Modern Monetary Theory, or MMT, for example...

May 24, 2019

ref: -"Short Aussie. Long Yen Is the Hot New FX Bet for Trade War”, Bloomberg Markets 22/5/19

Investors find things a lot easier if they are not required to make decisions based on their prognostications for the future. If they only had to buy something nice and safe wi...

May 21, 2019

ref: - " Xi lays the groundwork for all-out trade conflict with the US" Tom Mitchell in the Financial Times, Global Insight

" Renminbi volumes surge as investors square off with China's central bank", The Financial Times, Markets and Investing

So where are we with all th...

May 16, 2019

ref: - “Germany enjoys first-quarter rebound", The Financial Times, International Section

There are plenty of bright investors knocking about… you wouldn't necessarily ascribe any great philosophical or intellectual depth to all of them, but fortunately, those attribute...

May 10, 2019

ref :- "China Is Armed With Powerful Market Weapons in Duel With Trump" , Bloomberg Economics

So ..... at one minute past midnight NYT the US duly raised the tariff on $200bn worth of imports from China from 10% to 25%. What's more, President Trump has been pouring more...

May 7, 2019


The world is well aware of the President's super-aggressive negotiating style. It follows that much of Mr Trump's most forthright posturing will not necessarily be taken...

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