Market Thinking

making sense of the narrative


Tag: Washington Consensus

One world two systems

Since the Global Financial Crisis, the west has slowly woken up to the fact that China does not intend to play entirely by their rules. It has adapted its centralised approach to allow for market prices to send signals about 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…