Market Thinking

making sense of the narrative

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Category: Geo-Politics

The lamps are going out..

Two of the main drivers to low inflation over the last decade – cheap exports from China and low energy prices from Russia – are both disappearing, meaning at the very least a reset higher in the overall price level. Read more…


Avoiding Confirmation Bias

The widespread consensus in the Western Media is that EverGrande is going to crash the Chinese Economy and that the Australia/US/UK defense pact is ‘good news’. Short term traders are backing this, but we would suggest that neither of these Read more…