Japanese elections mean weak coalition government. Markets will see Yen weaken - Boj stops normalising policy. Weak yen and likelihood of fiscal packages (to buy votes) means stringer equities. JGB tields will rise reflecting bigger deficits. Read More

The US Presidential - swing to Trump in polls. Meaning of Trump or Harris victory for markets. China stimulus- will the consumer follow orders and shop? Moldova - the corrosive power of Moscow disinformation and corruption. Middle East- Israeli riposte - the delay means more - ... Read More

Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand. Read More

China- why the stimulus packages won't work and what it means. China remains uninvestable Read More

A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek Read More

Leadership matters in Japan with the biggest impact being on regional security Read More

The Fed too much too early and China the Great Leap Backwards?? Read More

RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More

Yen Strength - will Japan suck global liquidity dry? Read More

The Plenum: Much ado about nothing Well, the third Plenum went according to script. Nothing, nothing and then nothing.  Report follows. Read More