China Inflation

Why China’s re-opening has proven to be more fizzle than fireworks.

Just a few short years ago, this anonymous writer couldn't bear to watch scary movies. Now, I can't get enough of them. I think that's because, when it comes down to...

The recent fall in US long-dated bond prices was a good reminder of what might happen if interest rates steadily rise from here. From September 2020 to March 2021 the...

Producers in both China and the US are facing higher costs, prompting growing concerns that inflation could threaten the global economy – but China isn’t waiting to...

The performance in US equities in particular over the last 12 months has been massive. However as the below charts show that run might be coming to an end for now –...

Who said “Let them eat cake”? Most will answer Marie Antoinette. The Storming of the Bastille on the 14th July, 1789 marked the beginning of a French Revolution that...