Some people think that Andrés Manuel López Obrador, who is leading the polls in Mexico, is their answer to Trump. This is once again the constant trend of trying to blame Trump for everything. In 1933, Adolf Hitler came to power and Mao Zedong rose in China. At the same time, we saw Franklin Roosevelt take office after […]

The Mueller investigation is all about removing Trump from office, which has been cheered by CNN, New York Times, and The Washington Post among many others. They are intent on overturning the results of a Democratic election to ensure this is no longer a government of the people for the people. They see this as […]

QUESTION: Regardless of all the hype about the euro, from my perspective, the economic growth was far better before the creation of the euro. It just seems as though any improvement is marginal at best. What does your model show for the Eurozone growth rate? Thank you for what you do JE ANSWER: You are […]

The Supreme Court in SOUTH DAKOTA v. WAYFAIR, INC, just handed down the most devastating and unconstitutional rule perhaps in American history in a 5-4 ruling that we will look back upon as the straw that broke the back of the economy. The Supreme Court has totally rejected EVERYTHING that the United States was built upon […]

It was time for the Nikkei to play catch-up having outperformed many of its neighbors over the past week. The Nikkei lost around -0.75% for the day, whilst the badly beaten China core finally saw a bounce. Accompanying this Nikkei decline was a flight into the Yen currency with the result being a print with […]

  QUESTION: Hi Martin, First, I’d like to offer my condolences on your mother’s passing. It feels to me that you must take great satisfaction in the fact that she must have been very proud of your accomplishments, and what you are trying to do for the average person. To me, that is the ultimate […]

Another poor day for the major Chinese markets, yet a continued recovery for Japan. Again, we see Shanghai and the Hang Seng under perform the periphery, as concerns surrounding the US/China trade talks play on investor minds. Both core China markets closed down 1.3% and are lower in late US trading following the continued weak […]

Good to see a healthy rebound in todays Asian markets with strong performances across the board. It still appears however, that the market is not that confident that the US and China have settled for the moment as the Shanghai bounced just +0.3% and Hang Seng +0.75%. It was a different storey for countries with […]

A weak session for Asia to start the new week. With little data due, we are left to concentrate on the ongoing US/China trade tit-for-tat, the OPEC meeting and political headlines. The Nikkei and Shanghai both lost around -0.75% and with currencies not lending a supporting hand this time. The Yen remains mid 110’s following […]

  Markets always seem to be waiting for something and even today it appears they were concerned about the BOJ and then later the US/China Trade Talks. The result for cash was that the market felt that the BOJ offered a helping hand after it today downplayed its previous view on inflation. The subsequent bounce […]