Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big baz... Read More
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29 Sep 24
Mind the Gaps!
Mind the gaps between hopes and realities to come. Here are 5 gaps between investor assumptions and likely outcomes that underpin a bear market next year Read More
28 Aug 24
Squawk Box Europe - Debating the Fed - excess focus on unemployment and self exoneration for post-covid ”transitory” inflation?
Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible? Read More
01 Aug 24
CNBC Europe. US Presidential - Trump Vs Harris- the economic and market consequences
Who is worse (or better!) for the Economy & Markets - Trump or Harris Read More
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