Articles

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:…

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…

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…