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Regular articles that provide the latest accounts on recent political decisions and economic data, as well as identifying potential mid to longer-term risks for your investments.

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Pressure Builds

Commentary in the past 24 hours has revolved around Draghi’s indifference to Euro strength and the US administration’s “strong, not strong” US Dollar policy. For the record, let’s just bookmark those 28 seconds of President Trump telling us “ultimately I want to see a strong dollar“.

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EUR/USD higher = Liquidity Taps Off

Oh the poor US Dollar. How different it all was a year ago, where Trump was inaugurated to the lilting tones of a thousand sell-side analysts calling EUR/USD to parity.

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Good inflation

With higher bond yields a-go-go, and equity markets continuing to make record highs, doesn’t this feel like a little bit more than just Goldilocks? Doesn’t it feel, whisper it, like a kind of proper boom?

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In the Land of the Blind, the One-Eyed Man is King

Sometimes it’s not all about a big narrative. Sometimes, it is important to sweat the small stuff. Here’s a menu of tidbits to bear in mind while the Euphoria of cheap passive money being put to work continues:

  • The UK Labour Party lurches left

At yesterday’s elections to Labour’s National Executive Committee,

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