Macroeconomics
An Emojinal Oil Q&A
September 20, 2019
This week we answer all of your questions on the oil fire in Saudi Arabia.
Macroeconomics
All That Glitters
September 13, 2019
Silver once ruled the world of markets. Now it can rally by 25%, and no one seems to care. Well, we care! Silver remains one of the most compelling and elusive commodities for investors. This week we look at why it has rallied and what that tells us about investor sentiment in other markets.
Macroeconomics
What to Expect When You’re Brexiting
September 6, 2019
In many ways, Brexit is like canceling your cable tv service. The main difference is that Brexit is much easier. This week we look at why markets fear a no-deal outcome. It has little to do with the long-term effects of leaving the EU and more to do with the short-term challenges that abrupt changes in regulation create. The EU isn’t offering any promotional packages to keep the UK in.
Macroeconomics
A Black Zero Sum Game
August 16, 2019
Black zero may sound like a bad diet cola, but it is the literal translation of Germany’s Schwarze Null zero deficit policy. While many other developed countries have been running up government debt, Germany has been a model of fiscal discipline. This has led to calls for reform…in Germany. This week, we look at why Germany is so German and what a change in policy would mean for markets.