Articles

steen jakobsen
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Steen's Chronicle: Back in the USA....

·        From potholes to politics, the US is a mess ·        Level of insightful debate is close to zero ·        Trump attracting huge crowds as Clinton's star fades ·        Economy is messy too and…
steen jakobsen
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Meet Mr and Mrs Consensus

US investors convinced China's fall is inevitable, ignoring Silk Road Fed is indecisive, incoherent and driven by the consensus narrative US investors have ignored the outside world for far too long Fund managers are all crowding into…
steen jakobsen
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China, the Silk Road and the 'slowdown'

China deregulating markets at breakneck speed New Silk Road represent's Beijing's growth strategy RMB to supplant GDP as third-most-traded currency Crowds on the Nanjing Road: Things move fast in China, and macro trends (and their…