Money Matters: Deutschland Ăśber Alles?
Eurozone inflation announced today came in "on target" at 2% for the first time in 4 years!! To give credit where credit is due, between 2001 and...
768 Views
Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
299 Views
Money Matters: Ready for Lift-Off?
The Personal consumption expenditure numbers in the US were released today. Income grew 0.4% MoM, an annualised rate of nearly 5% but the deflator...
291 Views
China Mobile Gaming and SUV Booms Sustained, US Credit Cycle Turning?
A key theme is that China’s next shock for the global economy will be the rising competitiveness of its consumer brands, which can squeeze Western...
305 Views
U.S. Asset Managers Still Facing a Difficult Future
Since the presidential election, the prospects of easing regulation and lower corporate taxes have lifted the shares of the U.S.-based asset...
303 Views