Leaders in government, business, academia and philanthropy convene in Davos, Switzerland, this week to sort out the world’s challenges, including…
Read More »Inflation
Are US president-elect Donald Trump’s threats of tariffs an admission of American economic defeat, a tacit acknowledgement that US manufacturers…
Read More »While signals from bond markets are not always reliable and can be a poor predictor of shifts in the economy,…
Read More »A whopping 60 per cent tariff proposed by US president-elect Donald Trump on Chinese exports could be much lower, easing…
Read More »Wall Street banks’ predictions for the year ahead invariably focus on investment themes and economic indicators. Not this year. A…
Read More »As Donald Trump prepares to return to the White House as US president, Wall Street banks are debating the economic…
Read More »Attentive readers will know that a year ago I laid out five myths, or dominant but misleading investment narratives, that…
Read More »The US Federal Reserve is widely expected to announce a quarter point cut to its key lending rate on Wednesday…
Read More »There is still over a month before US president-elect Donald Trump moves back into the White House and supposedly makes…
Read More »The re-election of Donald Trump to the US presidency could further strain an already tense Sino-US relationship. It was the…
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