Market Thinking

making sense of the narrative

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Category: US Politics

OK Boomer?

The US Election marks the passing of the Boomers, three of the last four US Presidents were born within two months of each other in 1946 Last night was the first of the US Presidential debates and, as ever, the Read more…


The importance of battleground states

Last week we discussed how the Biden/ Harris ticket is actually the establishment proposition, a kind of ‘Blue Pill’ offered to the American people so that they can pretend that the world that Donald Trump has revealed doesn’t really exist. Read more…


US Politics

The US Election is now a little over 2 months away and as traders and investors slowly return home from their holidays (or with undue haste if they are trying to get back to the UK) it will increasingly be Read more…


PanDemics and Dem Panics

At the start of the year we assumed that the biggest rise in market uncertainty would be due to US politics and that this would begin with the Democratic Primaries. While it is very unusual for US Presidents not to Read more…