The current balance of payments crisis in Pakistan evoked my memories of visiting Argentina as a Chase Manhattan derivatives banker in the 1990’s. Domingo Cavallo’s artificial...

It is impossible to make a strategy call on the emerging markets without also making a call on the trade war, the credit/property slowdown in the Middle Kingdom, the resurgence...

The wing flaps of the macro black swans have unnerved the financial markets in December 2018. What next if we extrapolate current trends to their logical conclusion?   La Bella...

For investors in the Middle East, global equities and crude oil, it will be hard to wax nostalgic for 2018 given the sheer scale of the losses this year inflicted. Even I was...

Geopolitics has reshaped the financial markets and sovereign debt issuance pathologies of the Middle East since the 1880’s. After all, the Rothschild clan financed Benjamin...

OPEC's ministerial meeting on 6 December will have a seismic impact on the outlook for global oil markets. OPEC has been unnerved by a 30% fall in crude oil prices in the past...