While we still await details and legislative proposals of the big Trump reflation, markets do have something to celebrate from the White House. There is increasing data subscribing the view […]
The Trump reflation package is liable to disappoint in terms of reviving business investment and growth. It is also liable to create a hole in public finances, and likely remedies […]
There seem to be two Trump’s, one that’s good for markets and one that’s bad for markets. Investors find it difficult to make sense of this which is adding to […]
Capitalism is creative destruction, international trade isn’t any different. Singling it out as the one cause of destruction doesn’t make sense. It is also factually incorrect, trade isn’t responsible for […]
President Trump has argued that the dollar is too strong, and he does have a point. A strong dollar is bad for US exports and corporate earnings, but there are […]