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27Mar 18
New US Middle East Policy

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…

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27Mar 18
Trade War Forecast

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…

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23Feb 18
Monetary Policy Forecast

Monetary Policy Forecast

Our monetary policy forecast stays the same.  In short, we believe that the FED will raise more times and to a greater degree than the consensus three rate rises forecast.…

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03Sep 17
North Korean Risks

North Korean Risks

North Korea dramatically escalated tensions by testing a very powerful bomb today.  Experts are skeptical that it was a hydrogen bomb.  However, it is at least 10x more powerful than…

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