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
US dollar strength. Causes and opportunities
Catching a falling knife is never a good idea. Continue reading US dollar strength. Causes and opportunities
OPEC’s Dilemma
The fundamental problem of the last OPEC meeting is the evidence of the division between two groups. One, led by Iran, which wants higher prices and deeper cuts, and the two largest producers, Saudi Arabia and Russia, who support a more diplomatic position. Continue reading OPEC’s Dilemma
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