making sense of the narrative
September 30, 2021
The job vacancies created by the ‘unexpected early retirements’ of two Fed Presidents seen as Hawkish on Monetary Policy may well be seen as an important catalyst for US fixed income and currency traders, but history may instead see these Read more…
September 30, 2020
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…
September 2, 2020
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…
August 24, 2020
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…
February 13, 2020
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…