The President doesn't subscribe to the rule about both wanting your cake and eating it
ref :- "Trump Might Not Like It, but the Dollar Should Be Strong" , STREETWISE in Markets, The Wall Street Journal 5/3/19 ...
How do you rate the ratings agencies?
ref:- "Tail Risk" by Kate Allen, The Financial Times, Companies and Markets This short and not entirely complimentary p...
"Times they are a-changin'", as someone once said ..... and maybe the Fed will have to change with them
ref :- "Tepid inflation sparks Federal Reserve rethink" , The Financial Times , International Section In life, and not j...
Well, we're back .... and still banging on about a favourite theme : "LIQUIDITY ..... AND THE LACK OF IT"
ref:- "Liquidity mirage makes it hard for investors to know the true price of anything" by Bilal Hafeez, Markets Insight, T...
If you're a "glass half full" type, things might be looking a bit brighter for emerging markets .....
ref :- "For emerging markets, a more fearful Fed is a less frightful one", The Economist There is no truth in the sugg...
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