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Olduvai III: Catacylsm
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Italy’s Stagnant Economy the Most Likely Trigger to Europe’s Existential Crisis

ITALY’S STAGNANT ECONOMY THE MOST LIKELY TRIGGER TO EUROPE’S EXISTENTIAL CRISIS With the focus on Turkey and the potential related fallout in other emerging markets in recent weeks, it is easy to forget about the Eurozone. Yet the current Italian government is likely to trigger a renewed existential crisis in the Eurozone once the Europeans […]

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US vs. China–Is it ‘Art of the Deal’ or Economic Warfare?

US VS CHINA – IS IT ‘ART OF THE DEAL’ OR ECONOMIC WARFARE? If monetary tightening remains the main risk for global stock markets, the threat of a trade war continues to dominate the headlines.THE DONALD’S DEALMAKING Some of those in Washington pushing this policy view China as some kind of strategic rival for global […]

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Italian Politics: The Calm Before the Next Storm

ITALIAN POLITICS: THE CALM BEFORE THE NEXT STORM Europe remains a potential source of angst for financial markets in the form of another existential crisis for the Eurozone. True, stock markets have relaxed over the past week in part because of relief that another Italian election has been avoided for now and in part because […]

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The Liquidity Punch Bowl

THE LIQUIDITY PUNCH BOWL It is appropriate with the inauguration of this weekly column to look at the “Big Picture”. The biggest risk to world stock markets, and asset prices in general, in 2018 is that G7 central banks (led by the Federal Reserve) are finally attempting to normalise monetary policy nine years after the […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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