Macro uncertainty (high) and market volatility (low) have divorced. The piece explains why and when it will end. This will happen in the next twelve months. The catalyst will be conflicts that incur economic cost beyond what markets can ignore. 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

RTHK - The Close: China fiscal stimulus- good money after bad?. The US Presidential Election - political & market outcome. . The Middle East - which war now? Read More

The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If". Read More

Why China's big Bazooka is creating a feeding frenzy in markets but will fail economically. Read More

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

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

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More

Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear. Read More