Core Priorities
Xi Jinping’s China continues to raise more questions for investors than the Party is capable
Xi Jinping’s China continues to raise more questions for investors than the Party is capable
G7 or Belt and Road. That was the choice for Italy. When push came to
Don’t be garish. Don’t be bearish. That was the message to employees at China International
Regular readers are familiar with my views on the futility of hedging geopolitical risk. I
Mainstream commentary around the war in Ukraine comes across as increasingly (and perhaps unduly) fatalistic
He probably wouldn’t call it a smirk. But it’s a smirk. And it’s his trademark.
Xi Jinping is in the US this week. That’s unfortunate. There’s no more urgent matter
Inflation figures due out of the US this week will probably underscore the Fed’s contention
Downtown is small as cities go. There are no proper skyscrapers, but two respectably large
The increasingly stark divide between a still-thriving US economy and floundering activity in the rest
The eurozone economy is in a recession. Or something that looks a lot like a
What’s the best hedge for geopolitical turmoil? That question’s a bit of a red herring.
Much as it pains me to take up my time and yours with Netflix earnings
Last quarter, the question at (or at least for) Goldman was: Is this as bad
“An Israel-Hamas war would be tragic, but the impact on the global economy and markets
Rates (and bond yields and financing costs for homes) may seem high to you, but
There was good news on the inflation front in Europe Friday. Headline price growth probably
Activity data released on Friday offered scant evidence to suggest the European economy can avoid
Germany is learning the hard way: You can’t depend on authoritarian regimes and autocracies for
Kim Jong-Un and Vladimir Putin wandered around a spaceport in the middle of Russia’s Far-East
Headline inflation in Europe is stuck, apparently. The all-items gauge loitered at 5.3% in August,
America is a paradox. The US is the richest nation in the history of the
Europe is on the brink of recession. Or still in a recession. Either characterization will
Christine Lagarde’s noncommittal approach to future monetary tightening was validated Monday by mixed top-tier data.
The storms weren’t always hostile. Every afternoon in the late-spring and summer, around four or
This week won’t feel quite as crowded as last, but the data docket is nevertheless
An unfortunate read on private sector business activity suggested the European economy lacks dynamism on
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