Breaking China

For some months now, we have been warning of the stresses building in China’s credit structure and warning that, if unaddressed, they would lead to pain in asset markets and potentially to weakness out in the real economy. Here, we lay out the arguments in detail.

17-11-28 China

 

Where’s the Off Switch?

In our latest piece we look at the ECB’s overkill and all manner of possible¬†over-valuations at work in different markets around the world – the two not being entirely unconnected, the reader might note! Continue reading