Warning from the Italian bond vigilantes

Warning from the Italian bond vigilantes

Most of the talk about markets focuses on the US… It’s all about what Trump’s up to. Who he’s upsetting. Who he’s making deals with. Whether he’s going to be impeached for past misdemeanours. The whole world seems to revolve around Donald Trump. Only it doesn’t....
Warning! Turkey is just the start

Warning! Turkey is just the start

Andrew Brunson arrived in the ancient Turkish city of Izmir in 1995 as an evangelical missionary. Probably one of the notions furthest from his mind was that he’d help bring down world financial markets. But fast forward 23 years and Pastor Brunson is at the epicentre...
Why China is so spooked by Trump and his trade war

Why China is so spooked by Trump and his trade war

Alex here… I read a fascinating article this week by Michael Orme at Signum Intel. Michael has decades of experience writing about technology and he regularly picks apart the ideologies of it’s leaders: Bezos, Zuckerberg and Musk. This week he wrote a fascinating...