This provocative title actually refers to a book that was published 20 years ago by the famous German economist Hans-Werner Sinn, then President of the Ifo Institute for Economic Research. At that time, in the early 2000s, he questioned...
This is it. Donald Trump just made “the biggest comeback in American history”. What surprises us at first hand is the extent to which polls underestimated the popular vote in favour of Donald Trump or, alternatively,...
The US elections are approaching fast and if there is one sure thing, it is that uncertainty is high… Trump now has a very small lead in every swing state, and markets have been increasingly pricing in a Trump win, with Treasury...
In recent weeks, fast-changing market conditions have proved challenging for investors’ nerves, though the major equity indices remain positively oriented. Investors have had to digest the rise and fall in oil prices according to the...
Recent weeks have seen a significant repricing of Fed rate cut expectations. Until recently, expectations were tilted towards the likelihood of a soft landing, while the news flow actually brought better economic data in the US, the...
With the US presidential election getting closer by the day, tensions in the Middle East are now rising precipitously, which adds another layer of complexity. Over the past two weeks, there has been a significant escalation in the conflict...
