Market Thinking

making sense of the narrative

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Tag: Build Back Better

Trojan Horses and Slippery Slopes

An under-rated risk for western economies is that in pushing back against the centralisation of state power under the Health Crisis, voters will unintentionally now allow an even greater grab of power by different parts of the state under the Read more…


Due Diligence…

One lesson of proper risk management is that when something with a meaningful short term downside and a non zero probability of happening is dismissed out of hand, we should be wary. Such is the case right now with risk Read more…


Build Back Better..But for Whom?

Many observers will have spotted the sudden (and repeated) use of the expression “Build back better” in both the UK and the US. We see these moments as the time to learn and to improve on the world that went Read more…