Please note that you are about to leave the website of Market Thinking and be redirected to Toscafund Hong Kong. For further information, please contact Toscafund Hong Kong.
A note recently published on livewire about how AI rather than the Fed will bring down the cost of education and healthcare - and thus inflation.
Markets are largely range bound, albeit the previous strong correlations have broken so that some are at the top of recent ranges while others are at the bottom. This is contributing to an overall feeling of uncertainty, compounded by lack of direction from central banks, Geo Politics and muddied economic data.
Completing a trio of recent external press articles/videos. A discussion (again) on de-Dollarisation and the split between the Financial Capitalism of 'the west' and the industrial capitalism of 'the rest'