Articles

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The Probability of US recession just gone from 60% to 70% over next 12 months ...

https://twitter.com/Steen_Jakobsen/status/969535037074001922   In my 30+ years of trading & economics I have NEVER seen more wrong assumptions and premises than the ones presented by the US Administration on trade. Peter…
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Macro Digest : A Trump Tower accord or a direct weak Dollar policy?

      There is an ever increasing risk that President Trump will pursue at weak Dollar policy outright – it makes sense for his “program” as more export is needed to grow and it matches heavily indebted emerging…