If there is anything that we have learned from the development of the British economy since the Brexit referendum is that doomsayers were wrong. Continue reading Brexit. May’s Way Is Not The Only Way
Category Archives: On the cover
US dollar strength. Causes and opportunities
Catching a falling knife is never a good idea. Continue reading US dollar strength. Causes and opportunities
Trade War? No. Saturation of Monetary Excess
In the past week, emerging markets have seen the highest outflows since September 2015. Additionally, the Chinese market and its currency have completely roundtripped from the January highs. Continue reading Trade War? No. Saturation of Monetary Excess
Tax Cuts Work. The Evidence Is Here
It happened again. Tax receipts rose to all-time highs in the US after the recent tax cuts.
U.S. tax revenues are $779bn above budget (read here) and capex, wages and repatriation of capital are soaring.