As previously noted, my previous role was at a large, French, company and to say the least I was not encouraged to say anything good about Brexit...

Two of the main drivers to low inflation over the last decade – cheap exports from China and low energy prices from Russia – are both disappearing, meaning at the very least a reset higher in the overall price level.

As the rhetoric for War in the South China Sea is ramped up almost 25 years after Bond villain Elliot Carver tried to do it to sell more newspapers, the good news is that, when looked at properly, China’s apparent aggression against Taiwan is more about countering what it sees as western provocations.

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 changes as an important catalyst in a populist resurgence and a pushback against Crony Capitalism and the behaviour of the 1%

The widespread consensus in the Western Media is that EverGrande is going to crash the Chinese Economy and that the Australia/US/UK defense pact is ‘good news’.