This Week – Seen From The UK

This Week – Seen From The UK

I’ll begin with observations on the UK, where my time here has been dominated by nothing but doom and gloom from the mainstream media. There’s certainly some justification for this sentiment, as the British government appears lost: the economy is in disarray,...
This Week – Seen From The UK

This Week – Seen From The UK

I’ll begin with observations on the UK, where my time here has been dominated by nothing but doom and gloom from the mainstream media. There’s certainly some justification for this sentiment, as the British government appears lost: the economy is in disarray,...
Trump’s Dollar Gambit?

Trump’s Dollar Gambit?

I don’t know if people believe Trump’s plans for the USA are misguided, or if they hate him so much, they’re willing to spend billions – or even trillions – to undermine him. Whatever it is, things aren’t going to plan. Or perhaps they are. Personally, I think he’s...
Are Europe and the U.S. Parting Ways?

Are Europe and the U.S. Parting Ways?

While European equity markets are reaching new highs, U.S. markets seem stuck in neutral. Is this a temporary anomaly – or the start of a deeper shift in global capital markets? A Shift in Momentum Last year, U.S. markets surged on the back of several tailwinds:...