Ukraine is a much better ally to us than we are to Ukraine, which is a shame of historic proportions.

It's the government bond market--particularly, how close it gets to the line that separates wild price volatility from market malfunctioning.

#economy #markets

Both of these things just happened. Can we keep up? Not really. But a reminder after everything that has happened, that the modern world is hugely inter connected. The death of globalisation narratives are simply silly. Maybe this time we learn?

Have quickly blogged some key points from the tariff announcement yesterday. In short, the US consumer is being asked to pay more to reduce the deficit. Question as to how that affects a services economy. As the US retreats the rest of us should move on www.linkedin.com/pulse/first-...

Not just individuals. Honestly I’m annoyed at the tone of press coverage. It’s not a “global trade war” unless we all start imposing tariffs on each other. If it’s just one country, even if it’s the world’s largest economy, it’s still unilateral and after some disruption others will fill the void.

Good joke!