Thoughts From The Divide – Shakey Confidence and Italy
“With all the tariff fees, … when should we expect a tax break?” Recent data has failed to boost spirits following last week’s barrage of
May 28, 2019
“With all the tariff fees, … when should we expect a tax break?” Recent data has failed to boost spirits following last week’s barrage of
Raoul’s Meeting of Minds piece below examines the mess behind the poster child of excess speculation: SoftBank. Julian’s analysis builds on the case for a second- and third-quarter economic slowdown in Europe
as involuntary inventory needs to be worked off.
28th May 2019 Summary In early September 2018, heading into the last weekend of summer and with happy, complacent markets, we penned a piece called
Trump Seeks Wider Military Role for Japan US President Donald Trump became the first US President to inspect a Japanese warship on Monday. During a speech