Articles

steen jakobsen
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Macro Digest : False Stabilisation & Trade war

The G-20 meeting in Japan is a very bad place to go looking for a trade deal between China and US (WTO is one of the main agenda points) The rhetoric change in China this week takes down our 75/25 for a deal odds to 50/50 – Remember:…
steen jakobsen
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Macro Digest : Bond alert & probably single most important chart this year

"Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair" – Sam Ewing   Doing some research for Bloomberg guest hosting in London on Thursday morning and came across this…
steen jakobsen
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Japan's legend of three arrows

Japanese 'Three Arrows' plan not the answer for sustained growth Economy needs to address immigration, openness GDP growth hampered by a lack of true reform Japan's rich traditions have seen it handle its period of slow growth…