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Bronze
Bronze member posts
Speculation about Turkey’s alliance with the West
Since the failed military coup d'etat in Turkey two years ago, the relationship between Turkey's President Erdogan and his western NATO alliance partners has been strained.
How much of emerging market turmoil is a strong dollar story?
I am looking at the emerging markets turmoil as fundamentally strong dollar-driven. But other central banks may enter the picture soon.
Trump Unchained: Turkey, China, and North Korea
Recent policy decisions show the Trump Administration has been more bold, and perhaps more unpredictable as well.
The democratization of information in the Internet age and clickbait as a business model
Why clickbait journalism will dominate news information on the free Internet
Central banks: Running out of ammunition in the next downturn
Quick post here. Earlier today, I sent out a note about the Bank of England's rate hike basically saying a large part of it was about the urge to normalize. When I wrote that I hadn't seen Gavyn Davies' most recent missive on central banks.…
Open question: why is the Trump Administration “bashing Canada”?
I've been hearing from multiple sources that the Canadians are unloved by Trump's trade negotiation team. This Bloomberg clip gets at the heart of the reports, with the Bloomberg reporter saying that US trade representatives are "bashing…
More on the campaign in the UK to hold a second Brexit referendum
A recent Sky News poll shows a majority of Britons now in favour of a second Brexit referendum.
The collapse of a major private equity group and echoes of Dubai World
When I heard about what happened to the private equity company Abraaj Group, based in Dubai, I immediately thought back to Dubai World nine years ago.
Juncker contradicts Trump administration on agriculture
Jean-Claude Juncker told German media outlet ARD that the EU was not working on an agricultural deal with the US involving soybeans and beef. This contradicts messaging from the White House.
Many Chinese companies ‘will go bankrupt’, if US delivers on tariff threats, court newspaper warns
If a US trade war escalation leads to a wave of bankruptcies in China, the Chinese escalate in kind.