The recent strength in the US dollar and stock market weakness has generated many headlines about “risk-off” mentality. However, the reality is quite different. We are far from capitulation. Continue reading Risk Off? Not Really
All posts by Daniel Lacalle
Trade war? Emerging markets and eurozone. Moderation in optimism.
In this short video we remind that we are not living a trade war… but a negotiation. Continue reading Trade war? Emerging markets and eurozone. Moderation in optimism.
Trump knows China tariffs retaliation can’t hurt US economy (Video)
The Eurozone’s Coming Debt Crisis
The European Central bank has signaled the end of its asset purchase program and a possible rate hike before 2019. After more than 2 trillion euro of purchases and zero interest rate policy, it is overdue. Continue reading The Eurozone’s Coming Debt Crisis