We are cutting our long US dollar positions. The dollar index (DXY) has fallen from 99 to 97 in a…
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Fears of a new cold war with Russia have not been fully realised, even if relations remain strained. Europe is…
President Xi is a communist ideologue committed to the supremacy of the Party. These ideals contradict many of China’s economic…
About this economic recovery, four things strike. First, services (“intangibles”) are ticking along nicely, but manufacturing is a disaster. Second, developed markets…
A deal to suspend development of Iran’s nuclear programme might avert a more immediate showdown, but it will leave few…
Korea’s economy is almost a poster child for economic imbalances. It is dependent on increasingly concentrated exports. Domestic demand as…
Civil disobedience in Hong Kong is a challenging problem for Beijing. Democracy campaigners are not willing to compromise, nor are…
Mexico’s reform agenda has progressed swiftly over the past year with legislation passed restructuring a number of key sectors. To…
The annexation of Crimea is irreversible. But the West appears determined to curtail any further Russian encroachment, into Ukraine or…
The situation in Turkey looks grave. The latest corruption scandal probably marks the end for PM Erdogan, although the end-game…
