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Oct 4, 2024
Oil is the dog that has not barked since the Middle East blew up. If Iran had launched a full-blown missile strike at Israel at any earlier time in the last half century,...
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Aug 22, 2024
A jumbo US rate cut of 50 points in September is back on the table, and possibly several cuts in a quick succession as the Federal Reserve is forced into a screeching hand-brake...
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Jun 28, 2024
It is becoming impossible for markets to price the political risk of Emmanuel Macron’s capricious character. If we have learned anything from a decade of galactic...
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Feb 9, 2024
Germany is never as strong as it looks; Germany is never as weak as it looks, to borrow an old expression.
Jun 28, 2024It is becoming impossible for markets to price the political risk of Emmanuel Macron’s capricious character. If we have learned anything from a decade of galactic...
Feb 9, 2024Germany is never as strong as it looks; Germany is never as weak as it looks, to borrow an old expression. 