-
Oct 22, 2024
Last weekend Boštjan Vasle, Governor of the Bank of Slovenia, warned traders not to read too much into the European Central Bank’s recent back-to-back interest rate...
-
Oct 15, 2024
There’s a fascinating tug of war taking place in China at the moment between the government and the markets. Its resolution will do much to determine the future course of the...
-
Jul 20, 2024
Steady as she goes. That was the message from the Third Plenum of the Chinese Communist Party, which concluded yesterday. Watched closely as an indicator of the ruling elite’s...
-
May 24, 2024
The US is no longer buying Chinese electric vehicles and China is no longer buying US Treasury bonds. Is this the start of the great decoupling we keep hearing...
-
Jan 18, 2024
News this week about China’s falling stock values suggests the country’s economy may be in worse shape than we thought. Even if most countries would look...
-
Jan 2, 2024
When the Gaza war broke out in October, the contrast with the 1973 Yom Kippur War was stark. Whereas the earlier conflict sent inflation soaring in the West, triggered a...
May 24, 2024The US is no longer buying Chinese electric vehicles and China is no longer buying US Treasury bonds. Is this the start of the great decoupling we keep hearing...
Jan 18, 2024News this week about China’s falling stock values suggests the country’s economy may be in worse shape than we thought. Even if most countries would look...
Jan 2, 2024When the Gaza war broke out in October, the contrast with the 1973 Yom Kippur War was stark. Whereas the earlier conflict sent inflation soaring in the West, triggered a...