Moon Jae-In's Triumph Is Complete: US-DPRK Begin a Negotiation "Process"; the Korea Discount Is Dead
Moon Jae-in's gamble at the start of 2018 in inviting a North Korean delegation to the Pyeongchang Winter Olympics has now paid off handsomely. On...
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Bolton in the Way: Trump's Path to Singapore Is Strewn with Toxic Advisers
The Trump-Kim summit remains likely to survive the depredations of John Bolton and other uber-hawks, with their expansive descriptions of the...
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Beware Deep Junk and Liar Loans, as Netflix Reinvents Media Sectorā¦
A broad USD rally is finally underway, and the risk of an offshore dollar shortage remains acute for EM - the asset allocation implications have...
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Kim Jong-Un Wants to Be the DPRK's Deng Xiaoping
While fellow Insight Provider Douglas Kim believes Kim Jong-un is motivated by a desire to emulate Xi Jinping (recently anointed as "president for...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this weekās global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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