on April 24, 2017

The myth of oil market rebalancing has been a great money-maker for financial markets.  Hedge funds were the first to benefit in H2 last...

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on April 20, 2017

Mention India to many CEOs and investors, and they will smile broadly at the thought of its “demographic dividend”. Two-thirds of India’s population are...

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on April 17, 2017

Greed and fear are the primary emotions driving China’s housing and auto markets today, as China’s lending bubble hits new heights.  For ordinary citizens,...

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on April 12, 2017

Last week’s summit meeting between US President Donald Trump and China’s President Xi Jinping was initially overshadowed by Friday’s news of US missile strikes...

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on April 10, 2017

US GDP growth is slowing, again, as the chart of the Atlanta Federal Reserve’s “GDP Now” forecast shows:    Forecast Q1 growth has...

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on April 6, 2017

Brexit negotiations are likely to prove a very uncomfortable ride for UK consumers as Russell Napier of Eric, the online research platform, warned last...

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on April 3, 2017

The UK economy set off into the Great Unknown on Wednesday, when premier Theresa May officially notified the European Union of the UK’s intention...

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on March 30, 2017

“There isn’t anybody who knows what is going to happen in the next 12 months. We’ve never been here before. Things are out of control. I have never...

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on March 27, 2017

President Trump’s defeat on healthcare makes it very unlikely that he will be able to push through his proposed $1tn infrastructure boost, as I...

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on March 23, 2017

The past few weeks have been a nightmare for the many hedge funds who gambled on higher oil prices. They obviously hadn’t realised that...

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