Geopolitical Regions
Ifo Expectations Augur Poorly For Eurozone Economy…
Russia-NATO Can Undermine Harris…
Investors should buy protection against further volatility. The shakeup in early August was a taste of things to come. The US election is a pivotal moment in modern history that will drive up uncertainty, while other countries take advantage of US division and distraction.
Is Eurozone Sentiment Getting A Reality Check…
China Is Still The World’s Manufacturing Hub…
What about Harris and China…
China missed the chance to change course on economic policy and now it faces rising social instability and western protectionism. This policy approach implies it is not afraid of escalating strategic conflicts in East Asia. Investors should continue to underweight Greater Chinese assets. Any US-China détente will come later rather than sooner.
No Cuts In Sight For The RBA…
The Carry Trade Blowup Is Only The Start…
If Trump Wins Sunny States, But Dems Hold Pennsylvania, Walz Could Prevent Electoral College Tie…