Market Thinking

making sense of the narrative


Tag: New Cold War

Does Huawei deal actually mark the start of a new UK industrial strategy?

The row with the US over the UK’s commitment to continue to use Huawei systems for its 5G roll out has filled the column inches not already consumed with the CoronaVirus. It’s not as if the US is using national Read more…

I see what you did there..

The sudden escalation of violence in Hong Kong and the dramatic and telegenic use of incendiary devices ensured that Hong Kong dominated the global 24/7 news cycle over the last two weeks, culminating in an Alamo style standoff at one Read more…

Market Thinking, September 2019

The Fed temporally lost control of overnight rates, Ford Motor was cut to junk and the IPO money tree looks very sick. US interest rates are no longer about the economy, the Fed needs to tackle the US Shadow Banking Read more…