New US Middle East Policy
The US policy in the Middle East will become more anti-Iranian over the next couple of months. The key date here is the Iran Nuclear Deal sign off that Trump will need to make in mid May. Here is a…
Trade War Forecast
Our view regarding the recent escalation of trade tensions is that we are just at the start of the process and that the recent market rally yesterday is premature. Chinese investment of high-tech US companies has been stymied and regulated…
