Chinese Policymakers face Difficult Economic and Social Choices China's economy is projected to grow at its slowest pace in six quarters, with a 4.5% expansion in the third quarter compared to the previous year. This slowdown has prompted Beijing to…
Chinese Stimulus - Is it Enough or is it too Late? China has announced its largest economic stimulus since the pandemic, amounting to over $325 billion, aimed at revitalizing its economy amid a struggling property market and deflation. The People's…
Will Trump or Harris Prevail: what are the implications? The first debate between Republican presidential candidate Donald Trump and Democratic Vice President Kamala Harris is set for September 10, 2024. This pivotal encounter could impact the close race ahead of…
An EU Industrial Policy to keep up with the US and China! Mario Draghi has called for a "new industrial strategy for Europe," emphasizing the need for the EU to increase annual investments by €800 billion to remain competitive against…
Biden Stumbles Amplifying Concerns about his Age The recent debate between President Biden and Donald Trump in Atlanta showcased notable differences in presentation styles. Trump came across as confident and forceful, making misleading attacks and exaggerations, while Biden struggled with…
Turkey has essentially embraced a dollarlization policy. The reasons for this are both typical and unique. Last week, the Turkey stock exchange was halted. This event had a bit of a lag based on the sliding Turkish Lira and the…
The race is very close. The current situation is Biden at 224 and Trump at 213. The remaining states that could decide the election are Pennsylvania (20), Georgia (16), North Carolina (15), Arizona (11), Michigan (16) and Wisconsin (10). We…
The Italian Referendum is a potential macro risk. The vote is for a more simplified government so that changes can be implemented easier. It is in fact a vote for more centralization. Business activity should be easier since local authorities…
Strong Possibility of the Leave Campaign winning. Brexit is clearly more likely to happen. Please see my quick analysis in the previous article. Expectations: GBP to drop to around 1.20 or even less by year end. US Dollar and Japanese…
The vote is going to be close. During the last few days, the markets and the polls showed the Stay Campaign with a slight edge. Today, I closed out most of my 'risk-on' positions with a profit. It was just…
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