The US Election swinging towards Trump? Market outcomes for Trump and Harris victory. Israel strikes back - how matters. China stimulus why the consumer is unlikely to join the party. Moldova - the poser of Russian disinformation. Read More

Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand. Read More

The Mini Podcast on Macro that may matter to markets - US Presidential, China Stimulus, Israel & Iranian assets - the "Big If". Read More

The Silliness of the Fed's JUMBO cut and the hidden damage. Watch on CNBC. Read More

The US Swing State Polls & the Crafting of the Israeli Retaliatory Attack on Iran. Read More

Harris more likely to win. Middle East why further Israeli escalation will not provoke Iranian reaction? What do Ishiba victory & coming elections mean for Asia? Ukraine whither now that Zelensky's visit to the US and the Peace plan has failed? China: why the big baz... Read More

Mind the gaps between hopes and realities to come. Here are 5 gaps between investor assumptions and likely outcomes that underpin a bear market next year Read More

Is the Fed over-focussed on unemployment rather than inflation? And is its self-exoneration from causing post-covid inflation credible? Read More

Who is worse (or better!) for the Economy & Markets - Trump or Harris Read More