20 January 2020 A comprehensive trade agreement between the United States and China was never a realistic possibility: these take years of skillful negotiations to conclude. To be sure, the recently-signed plan has many shortcomings. Predictably, the deal fails to address many of the most contentious issues, e.g. state subsidies and cyber-security. Likewise, the dispute [...]
12 January 2020 The prospect that this week the USA and China will sign Phase 1 of a trade deal has buoyed financial markets. Of course, I will assess the impact of the agreement as details emerge. However, initial optimism is warranted if the plan represents the first step towards a comprehensive trade agreement (even [...]
For enthusiasts of multi-media platforms, please enjoy this podcast on Global Strategy: 2020 Vision. I encourage you to read the blog of the same name found on my website. Also, look at individual reports on several of the key issues outlined on the podcast. These can be found by clicking the Archive or Regional tabs [...]
11 November 2019 Easy monetary conditions have fueled the global equity index to an all-time high. Looking forward, key market risks centre on the likelihood of a 2020 global recession, the possibilty of a trade deal between the United States and China, and political risks, especially as US and UK voters go to the polls. [...]