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Brian V. Mullaney Global MacroViews

Providing independent, actionable insights into global markets and policy issues

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China: Risk of Beggar-thy-Neighbor Policy

Will China's ballooning upset the bullish consensus in the Year of the Horse?.....

Gold: Debasement or Risk-On Rally?

Does gold's surge reflect a loss of confidence in US policy or a Risk-on rally?

Strategy 2026: Smooth Sailing?

What could go wrong with the bullish consensus in 2026?.....

Podcast: Global Strategy — 2020 Vision

https://www.brianvmullaney.com/wp-content/uploads/2019/11/podcast2020new.mp3

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About This Site

Brian V. Mullaney Global MacroViews provides independent, actionable insights into markets and policy issues world-wide. Brian has extensive expertise in both the G7 nations and Emerging Markets. His in-depth knowledge of Currencies, Bonds, Equities and Asset Allocation has been gained during a 35 year career in the hedge fund (London-based emerging market fund Whitebeam Capital) and investment banking industries (Morgan Stanley and HSBC).

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