Market Thinking

making sense of the narrative

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Category: Europe

Made in EU 2025?

As the US seems to be turning into late 1980s Japan, an Enterprise Owned State (EOS) becoming more isolationist as asset prices and the currency soar – and we all know how that ends – it strikes me that there Read more…


The UK approaching end game

The extra-ordinary activities in the UK House of Commons continue to drive the narrative about the UK – which as noted the other day has been dominated by an assertion that ‘No Deal’ will presage some mighty economic disaster. For Read more…