The markets see Trump as an enemy of Mexico. But as it turns out, in terms of Mexico’s exports, Mr Trump may turn out to be the best friend Mexico has right now.
Targeting inflation expectations with tough words, negative interest rates, and more quantitative easing (QE) caused people to lose confidence in central banks, not in cash. Lack of confidence does not encourage activity. It encourages fear.
Ken Rogoff believes China is the greatest threat to the global economy. Yet, China could be showing signs of picking up. But are they?
A year from now, investors could be talking about Deutsche Bank [FRA:DBK] in the same way that they talk about Lehman Brothers in 2008.
The weak US economy and the weak US dollar policy resulting from the Shanghai Accord meant that the Fed was unable to raise interest rates.
At some point the RBA was elevated to sole guardian of the Australian economy, yet there isn’t any official mention of it. Now where is that memo?
There are three ways to repay sovereign debt: default, growth and inflation. Obviously, growth is the best way, but it’s not happening.
Looking beyond its immediate neighbours, it could well be Aussie winemakers reaping the rewards from Britain’s exit.
Of course you need to look no further than two huge success stories that have tapped the Chinese market, Blackmores Ltd [ASX:BKL] and Bellamy’s Australia [ASX:BAL].
American incomes are rising . This development is extremely important… Rising income will drive the US economy forward. The Census Bureau said this week that the median household income in 2015 was up 5.2% from the previous year.