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The Week Ahead – Buy silver, sell gold
Geopolitics Global Macro
28/03/2018 in Geopolitics, Global Macro 721

The trade wars are escalating and other countries are responding that they may impose retaliatory taxes on US goods. The immediate reaction was for a weaker dollar, but all other things equal, an...

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The Week Ahead – Skynet is made in China
Geopolitics Global Macro
20/03/2018 in Geopolitics, Global Macro 958

The current U.S. economic expansion has continue for a remarkable 106 months with no recession. That’s tied for the second longest in U.S. history with the average U.S. expansion lasting 59...

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The Week Ahead – Emperor’s and Tsar’s
Geopolitics Global Macro
13/03/2018 in Geopolitics, Global Macro 866

Looking out the window of the A320 as i fly over the Straits of Malacca one could almost confuse it for a Bangkok traffic jam. Shipping volume as a function of global trade is booming and the...

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The Week Ahead – Make trade not war
Geopolitics Global Macro
06/03/2018 in Geopolitics, Global Macro 734

The hard macro data have mostly still been pointing up globally, most notably the ISM’s. Swiss watch exports got off to a very decent start to the year and give a good indication of consumer...

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