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Policy divergence, the strong dollar and trade war with China
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Why should the Trump Administration issue 50-year bonds?
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The dollar bull market will eventually break something
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The unwinding of the carry trade of the British pound sterling
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Re-calibrating our thinking about Brexit after MPC rate cut
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The EU as a larger Germany post-Brexit and Hugh Hendry’s Eclectica Fund commentary
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Leading UK PM Brexit strategies taking shape with May and Leadsom
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The downside risks introduced by the UK Brexit referendum
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The German current account surplus requires deficits elsewhere
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The titillating and terrifying collapse of the dollar. Again.
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