Harris did better in the debate. But the election is too close to call. Here are the consequences of a Trump or Harris victory Read More

The Draghi Report - All the right ideas. But unlikely to be implemented. The reasons: populism and the fear of it. Or in the case of Germany, incompetent governance. No market impact Read More

RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More

There are three political things that don’t matter to markets now but will. 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

Israeli airstrike against Hezbollah makes the Middle East Armageddon more unlikely. Read More

US Fed- Chair Powell speech: cuts? Yes but how much & how far" less than you think? Read More

Can Kamala Harris plug the vicissitudes of her economic policy pronouncements? Read More

Yen Strength - will Japan suck global liquidity dry? Read More

Kursk offensive has potential to be a turning point in this war if Ukraine achieves strategic objectives. If so market effects would be significant. Read More