Trade wars are back in the news and, once again, it is industrials that get hit, falling 1.61% yesterday, nearly double the dip in the S&P 500 (-0.86%). It is…
Read More
Technology is supposed to be the answer to climate change. But as the Amazon protests in France show, leading ‘tech’ companies could be in the firing line too. Of course,…
The current US-China trade war is just a warm-up act for a much bigger geopolitical fight looming in years to come. Climate change will pit nations against nations, developed countries…
After an impressive run-up, semi-conductor stocks endured a modest correction last week, with the Philly Sox index slipping 2.9%. The ‘reflation’ story shifted to real estate and, in particular, housing….
The Athens Stock Exchange is the best performing stock market year-to-date (+45.7%). The FTSE ATHEX real estate index has risen 62.7% so far in 2019. Banks have performed even better,…
Japanese companies are investing, confronting the challenge of full employment and a labour shortage head on. Private non-residential investment was strong in Q3 (+3.5% q/q annualised). In fact, private non-residential…
The US and China are getting close to a deal – again. The stock market has duly obliged to the latest trade ‘news’, hitting a fresh high. More outlandish forecasts…
