The re-election of Donald Trump to the US presidency could further strain an already tense Sino-US relationship. It was the…
Read More »US economy
In my research, I have found that market narratives inspire periodic, cyclical and seasonal regularities in asset prices at certain…
Read More »The curse of wealth has come upon America – that of abundant capital inflows, inflated financial asset values and a…
Read More »Most worrying is what Maurice Obstfeld at the Peterson Institute recently called “a deep distrust of economic openness” – a…
Read More »US stock futures sunk as investors’ concerns deepened over a slowing US economy and an overheated rally in the tech…
Read More »Hong Kong stocks stumbled after a surge in US unemployment and manufacturing contraction triggered worries about a slowdown in the…
Read More »This is not a narrative that the Biden administration will be anxious to have broadcast in the run-up to the…
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